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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
1351
$2.75K ﹤0.01%
56
+25
1352
$2.74K ﹤0.01%
70
1353
$2.74K ﹤0.01%
42
+37
1354
$2.73K ﹤0.01%
240
-64
1355
$2.73K ﹤0.01%
704
1356
$2.72K ﹤0.01%
75
+58
1357
$2.71K ﹤0.01%
226
+225
1358
$2.7K ﹤0.01%
11
+3
1359
$2.69K ﹤0.01%
25
+4
1360
$2.68K ﹤0.01%
72
1361
$2.68K ﹤0.01%
32
+18
1362
$2.68K ﹤0.01%
19
1363
$2.68K ﹤0.01%
+141
1364
$2.66K ﹤0.01%
419
+367
1365
$2.66K ﹤0.01%
107
1366
$2.65K ﹤0.01%
5
+1
1367
$2.65K ﹤0.01%
530
+102
1368
$2.65K ﹤0.01%
57
1369
$2.63K ﹤0.01%
58
+54
1370
$2.61K ﹤0.01%
50
1371
$2.59K ﹤0.01%
94
1372
$2.59K ﹤0.01%
31
+11
1373
$2.59K ﹤0.01%
386
+120
1374
$2.59K ﹤0.01%
39
-11
1375
$2.58K ﹤0.01%
64
+1
53 54
55
56 57