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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
1176
$3.95K ﹤0.01%
146
+57
1177
$3.95K ﹤0.01%
19
1178
$3.95K ﹤0.01%
159
+7
1179
$3.94K ﹤0.01%
16
+3
1180
$3.93K ﹤0.01%
14
+6
1181
$3.93K ﹤0.01%
23
+7
1182
$3.92K ﹤0.01%
53
+27
1183
$3.92K ﹤0.01%
92
+43
1184
$3.89K ﹤0.01%
202
+77
1185
$3.89K ﹤0.01%
23
+12
1186
$3.88K ﹤0.01%
35
+25
1187
$3.87K ﹤0.01%
9
+1
1188
$3.87K ﹤0.01%
29
+5
1189
$3.86K ﹤0.01%
372
+198
1190
$3.84K ﹤0.01%
255
+49
1191
$3.82K ﹤0.01%
37
+1
1192
$3.8K ﹤0.01%
+228
1193
$3.79K ﹤0.01%
96
+56
1194
$3.78K ﹤0.01%
42
1195
$3.76K ﹤0.01%
123
+117
1196
$3.74K ﹤0.01%
109
-4
1197
$3.73K ﹤0.01%
103
1198
$3.73K ﹤0.01%
10
-18
1199
$3.73K ﹤0.01%
222
1200
$3.71K ﹤0.01%
8
46 47
48
49 50