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
26
$547K 0.17%
17,046
+954
27
$546K 0.17%
12,846
-63
28
$502K 0.15%
2,287
+397
29
$493K 0.15%
2,028
+408
30
$445K 0.14%
3,211
+294
31
$409K 0.13%
1,360
+318
32
$390K 0.12%
473
+88
33
$387K 0.12%
3,131
+822
34
$377K 0.12%
789
-14
35
$347K 0.11%
8,470
+286
36
$346K 0.11%
1,048
+290
37
$339K 0.1%
5,206
38
$325K 0.1%
3,155
+1,976
39
$325K 0.1%
650
+123
40
$317K 0.1%
2,802
+897
41
$311K 0.09%
1,111
+369
42
$303K 0.09%
2,116
-316
43
$303K 0.09%
5,452
-490
44
$286K 0.09%
1,337
+699
45
$273K 0.08%
972
+159
46
$273K 0.08%
360
47
$271K 0.08%
767
+665
48
$270K 0.08%
1,921
+570
49
$264K 0.08%
870
+43
50
$263K 0.08%
3,524
1
2
3 4 5