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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
1251
$3.41K ﹤0.01%
283
1252
$3.4K ﹤0.01%
154
1253
$3.38K ﹤0.01%
11
-5
1254
$3.38K ﹤0.01%
+7
1255
$3.38K ﹤0.01%
87
+3
1256
$3.37K ﹤0.01%
99
+73
1257
$3.37K ﹤0.01%
162
1258
$3.35K ﹤0.01%
20
+6
1259
$3.35K ﹤0.01%
1,236
1260
$3.35K ﹤0.01%
52
+8
1261
$3.35K ﹤0.01%
44
+25
1262
$3.34K ﹤0.01%
433
+290
1263
$3.34K ﹤0.01%
82
+31
1264
$3.32K ﹤0.01%
56
+5
1265
$3.31K ﹤0.01%
214
+3
1266
$3.31K ﹤0.01%
108
1267
$3.28K ﹤0.01%
31
1268
$3.28K ﹤0.01%
195
+194
1269
$3.28K ﹤0.01%
143
+96
1270
$3.27K ﹤0.01%
429
-223
1271
$3.27K ﹤0.01%
+568
1272
$3.26K ﹤0.01%
175
1273
$3.25K ﹤0.01%
19
1274
$3.24K ﹤0.01%
66
+42
1275
$3.24K ﹤0.01%
+111
49 50
51
52 53