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
76
$184K 0.06%
2,734
+1,321
77
$182K 0.06%
668
-108
78
$178K 0.05%
514
+150
79
$177K 0.05%
565
+81
80
$177K 0.05%
1,865
+406
81
$176K 0.05%
653
-55
82
$174K 0.05%
1,585
+36
83
$173K 0.05%
846
+286
84
$173K 0.05%
863
+641
85
$171K 0.05%
5,635
-253
86
$170K 0.05%
2,676
-21
87
$167K 0.05%
1,210
+318
88
$166K 0.05%
5,895
+215
89
$166K 0.05%
525
+110
90
$164K 0.05%
2,202
+589
91
$164K 0.05%
1,220
+544
92
$163K 0.05%
1,006
+310
93
$163K 0.05%
4,138
+1,890
94
$160K 0.05%
1,177
+561
95
$159K 0.05%
7,223
+1,683
96
$159K 0.05%
725
+200
97
$157K 0.05%
10,435
+10,359
98
$155K 0.05%
1,063
+682
99
$155K 0.05%
283
+48
100
$152K 0.05%
1,797
+709
2 3
4
5 6