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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
1326
$2.89K ﹤0.01%
20
+14
1327
$2.89K ﹤0.01%
+19
1328
$2.88K ﹤0.01%
360
+355
1329
$2.88K ﹤0.01%
76
1330
$2.88K ﹤0.01%
14
+3
1331
$2.87K ﹤0.01%
103
+49
1332
$2.87K ﹤0.01%
208
+197
1333
$2.86K ﹤0.01%
10
1334
$2.85K ﹤0.01%
184
+123
1335
$2.85K ﹤0.01%
518
+515
1336
$2.85K ﹤0.01%
35
+14
1337
$2.84K ﹤0.01%
20
+5
1338
$2.83K ﹤0.01%
817
-32
1339
$2.83K ﹤0.01%
169
1340
$2.82K ﹤0.01%
+93
1341
$2.82K ﹤0.01%
17
1342
$2.8K ﹤0.01%
62
+13
1343
$2.8K ﹤0.01%
9
-15
1344
$2.8K ﹤0.01%
113
+82
1345
$2.79K ﹤0.01%
49
1346
$2.78K ﹤0.01%
1,762
+89
1347
$2.77K ﹤0.01%
44
+8
1348
$2.76K ﹤0.01%
+79
1349
$2.76K ﹤0.01%
44
1350
$2.75K ﹤0.01%
111
+98
52 53
54
55 56