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
851
$9.52K ﹤0.01%
+46
852
$9.51K ﹤0.01%
235
+203
853
$9.42K ﹤0.01%
722
+622
854
$9.41K ﹤0.01%
563
855
$9.4K ﹤0.01%
+104
856
$9.36K ﹤0.01%
74
-21
857
$9.34K ﹤0.01%
77
+68
858
$9.34K ﹤0.01%
344
-326
859
$9.31K ﹤0.01%
91
+29
860
$9.28K ﹤0.01%
431
+12
861
$9.27K ﹤0.01%
+355
862
$9.26K ﹤0.01%
646
+53
863
$9.23K ﹤0.01%
126
+47
864
$9.21K ﹤0.01%
62
+46
865
$9.19K ﹤0.01%
859
+830
866
$9.15K ﹤0.01%
175
+113
867
$9.13K ﹤0.01%
108
868
$9.11K ﹤0.01%
75
+30
869
$9.08K ﹤0.01%
56
+9
870
$9.03K ﹤0.01%
138
+57
871
$9.02K ﹤0.01%
157
+104
872
$9K ﹤0.01%
178
+168
873
$9K ﹤0.01%
251
+2
874
$8.99K ﹤0.01%
102
+5
875
$8.99K ﹤0.01%
293
+243
33 34
35
36 37