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
776
$11.8K ﹤0.01%
132
+102
777
$11.8K ﹤0.01%
286
778
$11.7K ﹤0.01%
107
+98
779
$11.7K ﹤0.01%
10
+1
780
$11.7K ﹤0.01%
123
781
$11.7K ﹤0.01%
411
+303
782
$11.6K ﹤0.01%
+65
783
$11.6K ﹤0.01%
720
+719
784
$11.6K ﹤0.01%
+1,448
785
$11.5K ﹤0.01%
165
+16
786
$11.5K ﹤0.01%
88
+7
787
$11.5K ﹤0.01%
174
+127
788
$11.5K ﹤0.01%
12
+1
789
$11.5K ﹤0.01%
396
+212
790
$11.4K ﹤0.01%
2,257
+2,220
791
$11.4K ﹤0.01%
173
+169
792
$11.4K ﹤0.01%
95
+78
793
$11.3K ﹤0.01%
239
+238
794
$11.3K ﹤0.01%
496
795
$11.2K ﹤0.01%
906
796
$11.2K ﹤0.01%
40
+14
797
$11.1K ﹤0.01%
56
+36
798
$11K ﹤0.01%
178
+17
799
$11K ﹤0.01%
176
+7
800
$10.9K ﹤0.01%
+250
30 31
32
33 34