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
876
$8.98K ﹤0.01%
26
-61
877
$8.97K ﹤0.01%
341
+23
878
$8.97K ﹤0.01%
1,010
+811
879
$8.95K ﹤0.01%
231
+196
880
$8.84K ﹤0.01%
2,490
881
$8.81K ﹤0.01%
166
-132
882
$8.81K ﹤0.01%
139
+71
883
$8.79K ﹤0.01%
341
884
$8.78K ﹤0.01%
458
+29
885
$8.76K ﹤0.01%
195
+159
886
$8.73K ﹤0.01%
81
+4
887
$8.7K ﹤0.01%
29
+20
888
$8.66K ﹤0.01%
1,122
889
$8.56K ﹤0.01%
227
+75
890
$8.52K ﹤0.01%
26
-3
891
$8.5K ﹤0.01%
198
+73
892
$8.45K ﹤0.01%
84
+71
893
$8.45K ﹤0.01%
1,616
+1,037
894
$8.45K ﹤0.01%
103
+45
895
$8.35K ﹤0.01%
410
+371
896
$8.34K ﹤0.01%
774
897
$8.34K ﹤0.01%
721
+221
898
$8.32K ﹤0.01%
482
+84
899
$8.31K ﹤0.01%
250
+51
900
$8.3K ﹤0.01%
386
-341
34 35
36
37 38