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
51
$263K 0.08%
4,384
+182
52
$262K 0.08%
1,412
+398
53
$246K 0.08%
1,877
-135
54
$245K 0.07%
2,409
+220
55
$242K 0.07%
481
+104
56
$241K 0.07%
1,572
+455
57
$239K 0.07%
7,130
+3,807
58
$236K 0.07%
2,817
+1,934
59
$235K 0.07%
3,846
+2,005
60
$223K 0.07%
1,136
+45
61
$216K 0.07%
958
+81
62
$214K 0.07%
719
+276
63
$212K 0.06%
870
+344
64
$211K 0.06%
474
+129
65
$210K 0.06%
4,600
66
$205K 0.06%
5,842
+1,649
67
$204K 0.06%
278
+45
68
$203K 0.06%
957
+312
69
$202K 0.06%
7,647
70
$201K 0.06%
1,102
+403
71
$200K 0.06%
6,360
+1,265
72
$195K 0.06%
615
+8
73
$194K 0.06%
308
+1
74
$188K 0.06%
2,282
+786
75
$185K 0.06%
5,511
1 2
3
4 5