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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
1276
$3.23K ﹤0.01%
159
+140
1277
$3.23K ﹤0.01%
555
-30
1278
$3.22K ﹤0.01%
209
+184
1279
$3.2K ﹤0.01%
+57
1280
$3.2K ﹤0.01%
51
+49
1281
$3.19K ﹤0.01%
13
1282
$3.19K ﹤0.01%
+89
1283
$3.18K ﹤0.01%
90
1284
$3.17K ﹤0.01%
47
1285
$3.17K ﹤0.01%
25
+24
1286
$3.16K ﹤0.01%
115
1287
$3.15K ﹤0.01%
149
1288
$3.15K ﹤0.01%
203
-105
1289
$3.14K ﹤0.01%
+450
1290
$3.13K ﹤0.01%
7
+4
1291
$3.13K ﹤0.01%
47
+38
1292
$3.13K ﹤0.01%
15
-1
1293
$3.12K ﹤0.01%
15
+11
1294
$3.12K ﹤0.01%
768
1295
$3.11K ﹤0.01%
154
+128
1296
$3.1K ﹤0.01%
14
+13
1297
$3.09K ﹤0.01%
2,361
+1,343
1298
$3.09K ﹤0.01%
48
+16
1299
$3.08K ﹤0.01%
27
-11
1300
$3.08K ﹤0.01%
248
+207
50 51
52
53 54