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
801
$10.9K ﹤0.01%
1,759
802
$10.9K ﹤0.01%
346
+275
803
$10.8K ﹤0.01%
949
+919
804
$10.8K ﹤0.01%
44
+2
805
$10.8K ﹤0.01%
247
+198
806
$10.7K ﹤0.01%
192
807
$10.7K ﹤0.01%
293
808
$10.6K ﹤0.01%
308
+162
809
$10.6K ﹤0.01%
+9
810
$10.6K ﹤0.01%
80
+35
811
$10.6K ﹤0.01%
546
+244
812
$10.6K ﹤0.01%
66
813
$10.5K ﹤0.01%
236
+168
814
$10.5K ﹤0.01%
384
+151
815
$10.5K ﹤0.01%
296
+235
816
$10.5K ﹤0.01%
287
-188
817
$10.4K ﹤0.01%
965
818
$10.4K ﹤0.01%
1,047
+28
819
$10.4K ﹤0.01%
32
+5
820
$10.3K ﹤0.01%
366
+240
821
$10.3K ﹤0.01%
271
-214
822
$10.3K ﹤0.01%
253
823
$10.3K ﹤0.01%
217
+33
824
$10.2K ﹤0.01%
122
+89
825
$10.2K ﹤0.01%
89
+42
31 32
33
34 35