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
551
$23.3K 0.01%
240
+239
552
$23.2K 0.01%
124
+96
553
$23.1K 0.01%
270
+261
554
$23.1K 0.01%
90
+81
555
$23K 0.01%
496
-312
556
$22.9K 0.01%
162
-59
557
$22.9K 0.01%
84
+33
558
$22.9K 0.01%
97
+10
559
$22.8K 0.01%
281
+195
560
$22.7K 0.01%
58
+35
561
$22.6K 0.01%
160
+34
562
$22.6K 0.01%
89
+6
563
$22.6K 0.01%
494
+380
564
$22.6K 0.01%
172
+148
565
$22.6K 0.01%
272
+11
566
$22.4K 0.01%
338
+269
567
$22.4K 0.01%
47
568
$22.3K 0.01%
1,386
+106
569
$22.2K 0.01%
226
+28
570
$22.1K 0.01%
174
+35
571
$22.1K 0.01%
650
+65
572
$22K 0.01%
293
+241
573
$21.9K 0.01%
240
+77
574
$21.8K 0.01%
63
+44
575
$21.8K 0.01%
449
+222
21 22
23
24 25