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
901
$8.25K ﹤0.01%
165
+80
902
$8.23K ﹤0.01%
1,011
+44
903
$8.22K ﹤0.01%
304
+22
904
$8.21K ﹤0.01%
257
+146
905
$8.21K ﹤0.01%
1,366
+380
906
$8.16K ﹤0.01%
62
+7
907
$8.15K ﹤0.01%
61
+37
908
$8.12K ﹤0.01%
679
+101
909
$8.08K ﹤0.01%
62
+41
910
$8.03K ﹤0.01%
247
+161
911
$8.02K ﹤0.01%
700
+698
912
$8.02K ﹤0.01%
90
+76
913
$8.02K ﹤0.01%
175
+30
914
$8.02K ﹤0.01%
46
-107
915
$8.01K ﹤0.01%
150
+113
916
$8.01K ﹤0.01%
350
+88
917
$7.99K ﹤0.01%
51
+11
918
$7.94K ﹤0.01%
1,018
+343
919
$7.92K ﹤0.01%
1,197
+287
920
$7.87K ﹤0.01%
3,729
921
$7.85K ﹤0.01%
31
+10
922
$7.85K ﹤0.01%
107
+22
923
$7.85K ﹤0.01%
332
-23
924
$7.84K ﹤0.01%
40
+4
925
$7.83K ﹤0.01%
30
+1
35 36
37
38 39