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
926
$7.82K ﹤0.01%
75
+39
927
$7.79K ﹤0.01%
136
+12
928
$7.75K ﹤0.01%
+277
929
$7.72K ﹤0.01%
231
-52
930
$7.72K ﹤0.01%
645
-31
931
$7.71K ﹤0.01%
283
+238
932
$7.69K ﹤0.01%
199
+46
933
$7.67K ﹤0.01%
6
-2
934
$7.66K ﹤0.01%
214
+201
935
$7.62K ﹤0.01%
8
-1
936
$7.55K ﹤0.01%
89
-19
937
$7.54K ﹤0.01%
442
+56
938
$7.49K ﹤0.01%
54
+19
939
$7.48K ﹤0.01%
61
+16
940
$7.43K ﹤0.01%
+157
941
$7.43K ﹤0.01%
+250
942
$7.43K ﹤0.01%
151
+84
943
$7.4K ﹤0.01%
130
+17
944
$7.39K ﹤0.01%
366
+66
945
$7.36K ﹤0.01%
832
+17
946
$7.34K ﹤0.01%
693
947
$7.3K ﹤0.01%
90
+27
948
$7.28K ﹤0.01%
201
+153
949
$7.22K ﹤0.01%
+239
950
$7.19K ﹤0.01%
368
+58
36 37
38
39 40