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
726
$13.9K ﹤0.01%
1,928
+341
727
$13.9K ﹤0.01%
275
+221
728
$13.9K ﹤0.01%
147
+125
729
$13.8K ﹤0.01%
70
+42
730
$13.8K ﹤0.01%
511
731
$13.8K ﹤0.01%
187
+182
732
$13.7K ﹤0.01%
211
+202
733
$13.6K ﹤0.01%
19
+8
734
$13.5K ﹤0.01%
661
735
$13.5K ﹤0.01%
230
+60
736
$13.5K ﹤0.01%
413
+294
737
$13.5K ﹤0.01%
517
+439
738
$13.5K ﹤0.01%
662
+8
739
$13.4K ﹤0.01%
382
+289
740
$13.3K ﹤0.01%
218
741
$13.2K ﹤0.01%
100
+14
742
$13.2K ﹤0.01%
69
-2
743
$13.1K ﹤0.01%
532
+54
744
$13.1K ﹤0.01%
94
+26
745
$13.1K ﹤0.01%
89
-27
746
$13.1K ﹤0.01%
619
+354
747
$13.1K ﹤0.01%
455
+40
748
$13K ﹤0.01%
332
-590
749
$13K ﹤0.01%
1,138
+22
750
$12.8K ﹤0.01%
+760
28 29
30
31 32