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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
1201
$3.71K ﹤0.01%
49
-3
1202
$3.7K ﹤0.01%
344
-12
1203
$3.7K ﹤0.01%
150
+29
1204
$3.68K ﹤0.01%
813
-1,167
1205
$3.68K ﹤0.01%
217
+194
1206
$3.68K ﹤0.01%
+118
1207
$3.66K ﹤0.01%
11
-1
1208
$3.66K ﹤0.01%
21
-1
1209
$3.66K ﹤0.01%
45
-7
1210
$3.6K ﹤0.01%
78
+14
1211
$3.58K ﹤0.01%
89
-62
1212
$3.56K ﹤0.01%
78
+38
1213
$3.56K ﹤0.01%
62
+52
1214
$3.56K ﹤0.01%
471
+61
1215
$3.55K ﹤0.01%
23
+2
1216
$3.55K ﹤0.01%
+74
1217
$3.55K ﹤0.01%
1,236
1218
$3.54K ﹤0.01%
183
-300
1219
$3.54K ﹤0.01%
30
+6
1220
$3.53K ﹤0.01%
197
+95
1221
$3.52K ﹤0.01%
651
+635
1222
$3.52K ﹤0.01%
50
1223
$3.52K ﹤0.01%
6
1224
$3.5K ﹤0.01%
29
+27
1225
$3.5K ﹤0.01%
59
-7
47 48
49
50 51