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
976
$6.71K ﹤0.01%
108
+71
977
$6.71K ﹤0.01%
2,661
-205
978
$6.71K ﹤0.01%
+851
979
$6.7K ﹤0.01%
3,206
+280
980
$6.7K ﹤0.01%
156
+56
981
$6.66K ﹤0.01%
222
+88
982
$6.65K ﹤0.01%
332
983
$6.61K ﹤0.01%
114
+11
984
$6.58K ﹤0.01%
134
985
$6.56K ﹤0.01%
18
+3
986
$6.54K ﹤0.01%
334
987
$6.47K ﹤0.01%
103
988
$6.46K ﹤0.01%
96
-15
989
$6.44K ﹤0.01%
136
990
$6.41K ﹤0.01%
318
+288
991
$6.39K ﹤0.01%
39
+36
992
$6.38K ﹤0.01%
17
-5
993
$6.38K ﹤0.01%
30
-10
994
$6.36K ﹤0.01%
53
-1
995
$6.3K ﹤0.01%
218
+45
996
$6.3K ﹤0.01%
+252
997
$6.25K ﹤0.01%
20
998
$6.22K ﹤0.01%
15
999
$6.19K ﹤0.01%
663
+70
1000
$6.18K ﹤0.01%
125
+5
38 39
40
41 42