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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
1151
$4.18K ﹤0.01%
30
1152
$4.17K ﹤0.01%
82
1153
$4.15K ﹤0.01%
521
+176
1154
$4.15K ﹤0.01%
72
+2
1155
$4.13K ﹤0.01%
367
+359
1156
$4.12K ﹤0.01%
1,114
+387
1157
$4.1K ﹤0.01%
38
+29
1158
$4.09K ﹤0.01%
94
1159
$4.07K ﹤0.01%
155
1160
$4.07K ﹤0.01%
62
+38
1161
$4.07K ﹤0.01%
106
+73
1162
$4.04K ﹤0.01%
34
+33
1163
$4.03K ﹤0.01%
13
+3
1164
$4.03K ﹤0.01%
336
+1
1165
$4.03K ﹤0.01%
1,041
1166
$4.01K ﹤0.01%
127
+117
1167
$4K ﹤0.01%
267
+26
1168
$3.99K ﹤0.01%
31
+26
1169
$3.98K ﹤0.01%
239
+80
1170
$3.98K ﹤0.01%
60
+37
1171
$3.98K ﹤0.01%
19
-32
1172
$3.97K ﹤0.01%
63
+1
1173
$3.97K ﹤0.01%
59
+55
1174
$3.96K ﹤0.01%
53
+23
1175
$3.96K ﹤0.01%
+58
45 46
47
48 49