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
101
$152K 0.05%
4,960
+1,512
102
$151K 0.05%
2,059
103
$148K 0.05%
272
+108
104
$148K 0.05%
1,771
+445
105
$147K 0.05%
492
+100
106
$143K 0.04%
748
+317
107
$143K 0.04%
1,080
-4
108
$143K 0.04%
3,097
-140
109
$143K 0.04%
2,149
+577
110
$141K 0.04%
1,157
+563
111
$138K 0.04%
1,132
+819
112
$138K 0.04%
149
-15
113
$135K 0.04%
1,977
114
$135K 0.04%
588
+176
115
$134K 0.04%
951
+609
116
$133K 0.04%
449
+110
117
$133K 0.04%
1,759
+1,120
118
$130K 0.04%
4,003
+1,032
119
$130K 0.04%
2,353
+2,070
120
$129K 0.04%
3,628
+2,960
121
$128K 0.04%
1,122
+13
122
$128K 0.04%
1,362
+930
123
$127K 0.04%
177
+142
124
$125K 0.04%
542
+141
125
$125K 0.04%
14,358
+8,020
3 4
5
6 7