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
751
$12.8K ﹤0.01%
485
+315
752
$12.8K ﹤0.01%
225
+188
753
$12.7K ﹤0.01%
42
+17
754
$12.7K ﹤0.01%
243
+242
755
$12.7K ﹤0.01%
197
+157
756
$12.6K ﹤0.01%
152
+127
757
$12.4K ﹤0.01%
1,126
+896
758
$12.3K ﹤0.01%
497
+80
759
$12.3K ﹤0.01%
1,462
-691
760
$12.3K ﹤0.01%
495
+371
761
$12.3K ﹤0.01%
+95
762
$12.3K ﹤0.01%
72
763
$12.2K ﹤0.01%
168
-55
764
$12.2K ﹤0.01%
+53
765
$12.2K ﹤0.01%
70
+34
766
$12.1K ﹤0.01%
938
+506
767
$12.1K ﹤0.01%
214
+155
768
$12.1K ﹤0.01%
120
+71
769
$12K ﹤0.01%
980
770
$12K ﹤0.01%
388
+309
771
$11.9K ﹤0.01%
256
+169
772
$11.9K ﹤0.01%
88
+78
773
$11.9K ﹤0.01%
798
+297
774
$11.9K ﹤0.01%
+455
775
$11.8K ﹤0.01%
234
-7
29 30
31
32 33