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
826
$10.2K ﹤0.01%
147
-6
827
$10.2K ﹤0.01%
662
828
$10.1K ﹤0.01%
107
+5
829
$10.1K ﹤0.01%
173
+150
830
$10.1K ﹤0.01%
53
+23
831
$10.1K ﹤0.01%
100
832
$10.1K ﹤0.01%
343
+270
833
$10K ﹤0.01%
120
-254
834
$9.97K ﹤0.01%
75
-5
835
$9.94K ﹤0.01%
1,375
-339
836
$9.88K ﹤0.01%
167
-45
837
$9.85K ﹤0.01%
+164
838
$9.83K ﹤0.01%
74
+63
839
$9.78K ﹤0.01%
79
+35
840
$9.72K ﹤0.01%
35
+31
841
$9.62K ﹤0.01%
82
+25
842
$9.6K ﹤0.01%
849
+68
843
$9.6K ﹤0.01%
50
+29
844
$9.59K ﹤0.01%
107
+26
845
$9.56K ﹤0.01%
95
-6
846
$9.56K ﹤0.01%
651
+23
847
$9.56K ﹤0.01%
314
848
$9.54K ﹤0.01%
130
+108
849
$9.53K ﹤0.01%
402
+212
850
$9.53K ﹤0.01%
965
32 33
34
35 36