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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
1301
$3.07K ﹤0.01%
186
+124
1302
$3.06K ﹤0.01%
975
-10
1303
$3.06K ﹤0.01%
1,559
+53
1304
$3.05K ﹤0.01%
16
+13
1305
$3.04K ﹤0.01%
443
+150
1306
$3.04K ﹤0.01%
+109
1307
$3.02K ﹤0.01%
460
+19
1308
$3K ﹤0.01%
+40
1309
$2.99K ﹤0.01%
10
-1
1310
$2.99K ﹤0.01%
708
1311
$2.98K ﹤0.01%
118
+104
1312
$2.97K ﹤0.01%
2,286
1313
$2.96K ﹤0.01%
+38
1314
$2.95K ﹤0.01%
392
-28
1315
$2.95K ﹤0.01%
13
-9
1316
$2.94K ﹤0.01%
67
+60
1317
$2.93K ﹤0.01%
+39
1318
$2.93K ﹤0.01%
186
+93
1319
$2.93K ﹤0.01%
106
-17
1320
$2.92K ﹤0.01%
137
+43
1321
$2.92K ﹤0.01%
+79
1322
$2.92K ﹤0.01%
48
1323
$2.91K ﹤0.01%
22
-4
1324
$2.91K ﹤0.01%
+22
1325
$2.9K ﹤0.01%
28
+21
51 52
53
54 55