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
951
$7.13K ﹤0.01%
84
+42
952
$7.12K ﹤0.01%
54
+1
953
$7.08K ﹤0.01%
95
+62
954
$7.04K ﹤0.01%
275
955
$7.03K ﹤0.01%
516
+487
956
$6.98K ﹤0.01%
14
-15
957
$6.97K ﹤0.01%
223
958
$6.97K ﹤0.01%
44
+40
959
$6.95K ﹤0.01%
176
+12
960
$6.95K ﹤0.01%
137
+112
961
$6.95K ﹤0.01%
+756
962
$6.88K ﹤0.01%
40
-2
963
$6.87K ﹤0.01%
15
-3
964
$6.86K ﹤0.01%
529
-14
965
$6.85K ﹤0.01%
64
+53
966
$6.85K ﹤0.01%
+160
967
$6.8K ﹤0.01%
125
+82
968
$6.79K ﹤0.01%
128
-1
969
$6.79K ﹤0.01%
20
+1
970
$6.79K ﹤0.01%
14
+7
971
$6.79K ﹤0.01%
138
+100
972
$6.78K ﹤0.01%
12
+7
973
$6.76K ﹤0.01%
342
974
$6.75K ﹤0.01%
292
+206
975
$6.75K ﹤0.01%
350
+340
37 38
39
40 41