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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
1376
$2.58K ﹤0.01%
+195
1377
$2.58K ﹤0.01%
1,069
-81
1378
$2.58K ﹤0.01%
58
1379
$2.57K ﹤0.01%
136
1380
$2.54K ﹤0.01%
136
+116
1381
$2.53K ﹤0.01%
27
1382
$2.53K ﹤0.01%
19
-1
1383
$2.53K ﹤0.01%
44
1384
$2.5K ﹤0.01%
39
+23
1385
$2.5K ﹤0.01%
18
+3
1386
$2.49K ﹤0.01%
36
+32
1387
$2.47K ﹤0.01%
+54
1388
$2.44K ﹤0.01%
65
+47
1389
$2.44K ﹤0.01%
15
+4
1390
$2.44K ﹤0.01%
113
+88
1391
$2.44K ﹤0.01%
25
1392
$2.43K ﹤0.01%
1,116
-42
1393
$2.43K ﹤0.01%
34
1394
$2.41K ﹤0.01%
55
+52
1395
$2.4K ﹤0.01%
+29
1396
$2.4K ﹤0.01%
80
-19
1397
$2.37K ﹤0.01%
799
-131
1398
$2.35K ﹤0.01%
126
+5
1399
$2.35K ﹤0.01%
237
+227
1400
$2.35K ﹤0.01%
+229
54 55
56
57 58