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
1001
$6.18K ﹤0.01%
119
1002
$6.16K ﹤0.01%
89
+78
1003
$6.15K ﹤0.01%
92
+76
1004
$6.15K ﹤0.01%
378
-30
1005
$6.12K ﹤0.01%
55
+11
1006
$6.09K ﹤0.01%
30
+17
1007
$6.05K ﹤0.01%
248
+162
1008
$6.03K ﹤0.01%
42
+34
1009
$6.02K ﹤0.01%
27
+19
1010
$6.01K ﹤0.01%
80
+63
1011
$6K ﹤0.01%
207
+13
1012
$5.96K ﹤0.01%
979
-778
1013
$5.94K ﹤0.01%
155
+43
1014
$5.94K ﹤0.01%
77
+18
1015
$5.93K ﹤0.01%
69
-51
1016
$5.93K ﹤0.01%
53
+41
1017
$5.92K ﹤0.01%
195
+71
1018
$5.9K ﹤0.01%
8
+5
1019
$5.9K ﹤0.01%
26
+20
1020
$5.88K ﹤0.01%
374
+345
1021
$5.85K ﹤0.01%
95
+94
1022
$5.83K ﹤0.01%
157
+64
1023
$5.8K ﹤0.01%
323
+3
1024
$5.8K ﹤0.01%
84
+10
1025
$5.76K ﹤0.01%
438
+372
39 40
41
42 43