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
576
$21.6K 0.01%
371
+293
577
$21.6K 0.01%
761
+619
578
$21.5K 0.01%
83
+76
579
$21.5K 0.01%
190
+68
580
$21.4K 0.01%
296
-25
581
$21.4K 0.01%
80
+33
582
$21.4K 0.01%
946
+379
583
$21.4K 0.01%
786
+748
584
$21.4K 0.01%
85
-67
585
$21.4K 0.01%
298
+262
586
$21.3K 0.01%
158
+123
587
$21.3K 0.01%
127
+126
588
$21.2K 0.01%
+764
589
$21.2K 0.01%
752
590
$21.1K 0.01%
73
-3
591
$21.1K 0.01%
409
+384
592
$21K 0.01%
11
593
$21K 0.01%
+110
594
$21K 0.01%
105
595
$20.9K 0.01%
112
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596
$20.9K 0.01%
238
-212
597
$20.9K 0.01%
153
+129
598
$20.8K 0.01%
199
+145
599
$20.8K 0.01%
+1,103
600
$20.7K 0.01%
273
+217
22 23
24
25 26