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
701
$15.3K ﹤0.01%
180
+101
702
$15.2K ﹤0.01%
211
+138
703
$15.2K ﹤0.01%
520
704
$15.2K ﹤0.01%
198
+38
705
$15K ﹤0.01%
647
+60
706
$14.8K ﹤0.01%
147
707
$14.8K ﹤0.01%
309
+290
708
$14.8K ﹤0.01%
2,104
+35
709
$14.5K ﹤0.01%
+286
710
$14.5K ﹤0.01%
+131
711
$14.5K ﹤0.01%
561
+364
712
$14.4K ﹤0.01%
432
+140
713
$14.4K ﹤0.01%
172
+133
714
$14.4K ﹤0.01%
467
+1
715
$14.3K ﹤0.01%
142
+135
716
$14.3K ﹤0.01%
+303
717
$14.2K ﹤0.01%
225
+145
718
$14.2K ﹤0.01%
+1,956
719
$14.2K ﹤0.01%
369
+366
720
$14.1K ﹤0.01%
87
+17
721
$14.1K ﹤0.01%
1,579
722
$14.1K ﹤0.01%
265
+222
723
$14.1K ﹤0.01%
229
+41
724
$14K ﹤0.01%
974
+92
725
$14K ﹤0.01%
+278
27 28
29
30 31