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
1051
$5.5K ﹤0.01%
59
+1
1052
$5.49K ﹤0.01%
320
+107
1053
$5.44K ﹤0.01%
580
1054
$5.42K ﹤0.01%
79
+58
1055
$5.38K ﹤0.01%
129
+33
1056
$5.35K ﹤0.01%
+67
1057
$5.34K ﹤0.01%
21
+1
1058
$5.33K ﹤0.01%
+19
1059
$5.33K ﹤0.01%
402
-149
1060
$5.33K ﹤0.01%
1,712
-669
1061
$5.32K ﹤0.01%
145
-22
1062
$5.31K ﹤0.01%
123
+2
1063
$5.31K ﹤0.01%
454
1064
$5.29K ﹤0.01%
37
-15
1065
$5.29K ﹤0.01%
51
+39
1066
$5.29K ﹤0.01%
11
+1
1067
$5.28K ﹤0.01%
14
+1
1068
$5.27K ﹤0.01%
200
+165
1069
$5.25K ﹤0.01%
29
-88
1070
$5.19K ﹤0.01%
+87
1071
$5.15K ﹤0.01%
130
+96
1072
$5.14K ﹤0.01%
145
1073
$5.13K ﹤0.01%
70
1074
$5.1K ﹤0.01%
1,022
+47
1075
$5.09K ﹤0.01%
469
+227
41 42
43
44 45