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
1026
$5.76K ﹤0.01%
147
+81
1027
$5.76K ﹤0.01%
950
+276
1028
$5.71K ﹤0.01%
249
+107
1029
$5.7K ﹤0.01%
59
+11
1030
$5.69K ﹤0.01%
78
1031
$5.68K ﹤0.01%
115
1032
$5.67K ﹤0.01%
233
+27
1033
$5.64K ﹤0.01%
54
+11
1034
$5.64K ﹤0.01%
96
+66
1035
$5.63K ﹤0.01%
185
+74
1036
$5.63K ﹤0.01%
32
+14
1037
$5.61K ﹤0.01%
227
1038
$5.61K ﹤0.01%
99
1039
$5.61K ﹤0.01%
269
+11
1040
$5.6K ﹤0.01%
603
-7
1041
$5.59K ﹤0.01%
98
+92
1042
$5.59K ﹤0.01%
623
+510
1043
$5.57K ﹤0.01%
255
+217
1044
$5.57K ﹤0.01%
275
1045
$5.56K ﹤0.01%
424
+221
1046
$5.54K ﹤0.01%
+31
1047
$5.54K ﹤0.01%
29
1048
$5.53K ﹤0.01%
23
+13
1049
$5.51K ﹤0.01%
60
+14
1050
$5.5K ﹤0.01%
202
+1
40 41
42
43 44