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
476
$29.1K 0.01%
326
+233
477
$29K 0.01%
568
+338
478
$28.9K 0.01%
1,166
+666
479
$28.7K 0.01%
432
-44
480
$28.7K 0.01%
+540
481
$28.4K 0.01%
134
+85
482
$28.4K 0.01%
453
483
$28.2K 0.01%
362
+259
484
$28.1K 0.01%
144
+76
485
$28.1K 0.01%
321
+290
486
$28K 0.01%
+215
487
$28K 0.01%
877
+384
488
$28K 0.01%
806
+764
489
$27.7K 0.01%
+4,129
490
$27.6K 0.01%
218
491
$27.6K 0.01%
544
-17
492
$27.6K 0.01%
224
+204
493
$27.6K 0.01%
325
+46
494
$27.5K 0.01%
+2,622
495
$27.3K 0.01%
477
+12
496
$27.3K 0.01%
161
+99
497
$27.2K 0.01%
844
+162
498
$27K 0.01%
257
+79
499
$26.8K 0.01%
56
+10
500
$26.7K 0.01%
461
+230
18 19
20
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