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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
1126
$4.42K ﹤0.01%
52
-2
1127
$4.4K ﹤0.01%
371
+172
1128
$4.4K ﹤0.01%
189
1129
$4.4K ﹤0.01%
145
1130
$4.39K ﹤0.01%
23
-9
1131
$4.39K ﹤0.01%
134
+26
1132
$4.37K ﹤0.01%
154
+10
1133
$4.37K ﹤0.01%
528
+466
1134
$4.35K ﹤0.01%
752
+230
1135
$4.34K ﹤0.01%
44
+37
1136
$4.33K ﹤0.01%
390
+197
1137
$4.32K ﹤0.01%
96
+37
1138
$4.32K ﹤0.01%
142
+39
1139
$4.32K ﹤0.01%
125
1140
$4.3K ﹤0.01%
59
+15
1141
$4.29K ﹤0.01%
295
+99
1142
$4.28K ﹤0.01%
146
+31
1143
$4.28K ﹤0.01%
331
+327
1144
$4.28K ﹤0.01%
86
+2
1145
$4.24K ﹤0.01%
165
+61
1146
$4.24K ﹤0.01%
101
-7
1147
$4.23K ﹤0.01%
365
+340
1148
$4.22K ﹤0.01%
+302
1149
$4.21K ﹤0.01%
122
+59
1150
$4.21K ﹤0.01%
436
+362
44 45
46
47 48