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
651
$17.9K 0.01%
309
+3
652
$17.9K 0.01%
149
+2
653
$17.8K 0.01%
671
+6
654
$17.6K 0.01%
590
+80
655
$17.6K 0.01%
1,312
-1,239
656
$17.5K 0.01%
305
+91
657
$17.5K 0.01%
165
+130
658
$17.4K 0.01%
27
+12
659
$17.4K 0.01%
75
+74
660
$17.4K 0.01%
21
+19
661
$17.3K 0.01%
87
-2
662
$17.3K 0.01%
1,092
+136
663
$17.2K 0.01%
273
-24
664
$17.1K 0.01%
286
+190
665
$16.9K 0.01%
99
+33
666
$16.8K 0.01%
368
667
$16.8K 0.01%
264
-62
668
$16.7K 0.01%
168
+127
669
$16.7K 0.01%
678
+273
670
$16.6K 0.01%
297
+37
671
$16.6K 0.01%
233
-7
672
$16.6K 0.01%
179
+10
673
$16.6K 0.01%
134
+27
674
$16.4K 0.01%
429
-87
675
$16.4K 0.01%
+221
25 26
27
28 29