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
1101
$4.69K ﹤0.01%
80
1102
$4.67K ﹤0.01%
287
1103
$4.67K ﹤0.01%
66
+59
1104
$4.65K ﹤0.01%
381
+9
1105
$4.65K ﹤0.01%
367
+212
1106
$4.65K ﹤0.01%
33
+6
1107
$4.63K ﹤0.01%
+612
1108
$4.62K ﹤0.01%
13
+4
1109
$4.61K ﹤0.01%
56
1110
$4.6K ﹤0.01%
144
-8
1111
$4.58K ﹤0.01%
165
+147
1112
$4.57K ﹤0.01%
1,146
+703
1113
$4.57K ﹤0.01%
+56
1114
$4.56K ﹤0.01%
45
+20
1115
$4.54K ﹤0.01%
98
+62
1116
$4.51K ﹤0.01%
101
+7
1117
$4.5K ﹤0.01%
29
+22
1118
$4.5K ﹤0.01%
593
+234
1119
$4.49K ﹤0.01%
+276
1120
$4.48K ﹤0.01%
9
1121
$4.47K ﹤0.01%
30
+27
1122
$4.45K ﹤0.01%
161
-237
1123
$4.43K ﹤0.01%
+76
1124
$4.42K ﹤0.01%
14
+10
1125
$4.42K ﹤0.01%
103
+15
43 44
45
46 47