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
626
$19.5K 0.01%
267
+232
627
$19.4K 0.01%
656
+34
628
$19.4K 0.01%
141
+21
629
$19.3K 0.01%
600
630
$19.3K 0.01%
341
+161
631
$19.2K 0.01%
1,541
-5
632
$19.1K 0.01%
+971
633
$19.1K 0.01%
74
+53
634
$19K 0.01%
362
+289
635
$18.9K 0.01%
151
-4
636
$18.9K 0.01%
174
+37
637
$18.9K 0.01%
+156
638
$18.9K 0.01%
1,738
+118
639
$18.8K 0.01%
+963
640
$18.8K 0.01%
64
+30
641
$18.8K 0.01%
102
+88
642
$18.8K 0.01%
3,582
+298
643
$18.7K 0.01%
98
-37
644
$18.6K 0.01%
444
+317
645
$18.6K 0.01%
+898
646
$18.6K 0.01%
232
+19
647
$18.3K 0.01%
648
+628
648
$18.2K 0.01%
158
+1
649
$18.1K 0.01%
78
+70
650
$18.1K 0.01%
727
+376
24 25
26
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