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
526
$25.3K 0.01%
301
-1,527
527
$25.3K 0.01%
+5,565
528
$25.2K 0.01%
298
+237
529
$25.1K 0.01%
93
+7
530
$25.1K 0.01%
38
531
$25.1K 0.01%
225
+147
532
$25K 0.01%
67
533
$25K 0.01%
124
+30
534
$24.7K 0.01%
2,747
-150
535
$24.6K 0.01%
443
+300
536
$24.6K 0.01%
541
+298
537
$24.6K 0.01%
107
+19
538
$24.5K 0.01%
714
+1
539
$24.4K 0.01%
225
+157
540
$24.3K 0.01%
437
+262
541
$24.3K 0.01%
61
542
$24.2K 0.01%
291
+90
543
$24.1K 0.01%
296
+71
544
$24.1K 0.01%
167
545
$24K 0.01%
+679
546
$23.9K 0.01%
+584
547
$23.6K 0.01%
703
-919
548
$23.6K 0.01%
966
+891
549
$23.6K 0.01%
1,381
+132
550
$23.4K 0.01%
+10
20 21
22
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