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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
1076
$5.06K ﹤0.01%
15
+2
1077
$5.06K ﹤0.01%
75
+37
1078
$5.06K ﹤0.01%
18
+9
1079
$5.04K ﹤0.01%
3,171
-383
1080
$5.04K ﹤0.01%
349
+285
1081
$5.01K ﹤0.01%
354
+323
1082
$4.98K ﹤0.01%
399
+215
1083
$4.98K ﹤0.01%
341
1084
$4.97K ﹤0.01%
68
+44
1085
$4.95K ﹤0.01%
530
+472
1086
$4.95K ﹤0.01%
128
+17
1087
$4.92K ﹤0.01%
412
+55
1088
$4.91K ﹤0.01%
4
+2
1089
$4.91K ﹤0.01%
120
-9
1090
$4.86K ﹤0.01%
281
1091
$4.85K ﹤0.01%
+98
1092
$4.84K ﹤0.01%
58
+16
1093
$4.82K ﹤0.01%
351
-246
1094
$4.78K ﹤0.01%
66
+10
1095
$4.75K ﹤0.01%
+83
1096
$4.75K ﹤0.01%
1,071
-476
1097
$4.73K ﹤0.01%
568
1098
$4.72K ﹤0.01%
25
+20
1099
$4.71K ﹤0.01%
109
-19
1100
$4.7K ﹤0.01%
70
-55
42 43
44
45 46