We are live on ! Find out more
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
1401
$2.33K ﹤0.01%
8
1402
$2.33K ﹤0.01%
72
+46
1403
$2.33K ﹤0.01%
+6
1404
$2.33K ﹤0.01%
197
+18
1405
$2.32K ﹤0.01%
+18
1406
$2.32K ﹤0.01%
39
+17
1407
$2.32K ﹤0.01%
443
-1
1408
$2.29K ﹤0.01%
+67
1409
$2.29K ﹤0.01%
9
+7
1410
$2.28K ﹤0.01%
+90
1411
$2.27K ﹤0.01%
+45
1412
$2.26K ﹤0.01%
+13
1413
$2.25K ﹤0.01%
85
+21
1414
$2.24K ﹤0.01%
26
-17
1415
$2.22K ﹤0.01%
69
+57
1416
$2.22K ﹤0.01%
402
+298
1417
$2.21K ﹤0.01%
14
1418
$2.2K ﹤0.01%
32
1419
$2.19K ﹤0.01%
+96
1420
$2.19K ﹤0.01%
58
+56
1421
$2.19K ﹤0.01%
160
+111
1422
$2.19K ﹤0.01%
19
1423
$2.19K ﹤0.01%
34
+10
1424
$2.19K ﹤0.01%
+144
1425
$2.17K ﹤0.01%
408
-586
55 56
57
58 59