TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,918
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$685K
3
+$593K
4
RFIX
Simplify Bond Bull ETF
RFIX
+$458K
5
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$392K

Top Sells

1
+$269K
2
+$231K
3
+$197K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$193K
5
FTNT icon
Fortinet
FTNT
+$136K

Sector Composition

1 Technology 4.05%
2 Industrials 2.58%
3 Financials 2.02%
4 Consumer Discretionary 1.98%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$30.4K 0.01%
140
+100
452
$30.4K 0.01%
802
+337
453
$30.3K 0.01%
316
+1
454
$30.3K 0.01%
2,854
+174
455
$30.2K 0.01%
431
+405
456
$30K 0.01%
97
+72
457
$30K 0.01%
993
+330
458
$30K 0.01%
61
+16
459
$29.9K 0.01%
60
+58
460
$29.8K 0.01%
231
+225
461
$29.7K 0.01%
295
462
$29.7K 0.01%
197
+187
463
$29.7K 0.01%
166
+114
464
$29.6K 0.01%
253
+252
465
$29.5K 0.01%
155
+122
466
$29.5K 0.01%
585
+500
467
$29.4K 0.01%
462
+447
468
$29.4K 0.01%
885
+518
469
$29.4K 0.01%
253
+158
470
$29.3K 0.01%
194
+68
471
$29.3K 0.01%
201
+14
472
$29.2K 0.01%
1,596
+1,427
473
$29.2K 0.01%
+615
474
$29.2K 0.01%
271
+152
475
$29.1K 0.01%
83
+5
17 18
19
20 21