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
501
$26.7K 0.01%
687
502
$26.6K 0.01%
325
+218
503
$26.5K 0.01%
+332
504
$26.5K 0.01%
+1,584
505
$26.5K 0.01%
29
+11
506
$26.4K 0.01%
601
+92
507
$26.4K 0.01%
390
+264
508
$26.4K 0.01%
588
-1,168
509
$26.4K 0.01%
149
+8
510
$26.3K 0.01%
459
-111
511
$26.3K 0.01%
821
-20
512
$26.3K 0.01%
573
+192
513
$26.3K 0.01%
1,030
-146
514
$26.3K 0.01%
367
+184
515
$26.2K 0.01%
211
+135
516
$26.1K 0.01%
81
+60
517
$26K 0.01%
84
+24
518
$26K 0.01%
154
+122
519
$25.9K 0.01%
1,005
+864
520
$25.8K 0.01%
37
+7
521
$25.8K 0.01%
+684
522
$25.8K 0.01%
170
+25
523
$25.7K 0.01%
254
+244
524
$25.6K 0.01%
258
-91
525
$25.4K 0.01%
124
-122
19 20
21
22 23