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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
1426
$2.17K ﹤0.01%
+36
1427
$2.17K ﹤0.01%
166
+63
1428
$2.16K ﹤0.01%
48
-5
1429
$2.16K ﹤0.01%
127
+27
1430
$2.15K ﹤0.01%
128
+4
1431
$2.14K ﹤0.01%
15
+13
1432
$2.13K ﹤0.01%
28
1433
$2.13K ﹤0.01%
111
+89
1434
$2.13K ﹤0.01%
155
+75
1435
$2.12K ﹤0.01%
10
+2
1436
$2.12K ﹤0.01%
17
-6
1437
$2.11K ﹤0.01%
7
+3
1438
$2.11K ﹤0.01%
16
1439
$2.11K ﹤0.01%
106
1440
$2.09K ﹤0.01%
89
1441
$2.08K ﹤0.01%
25
+20
1442
$2.07K ﹤0.01%
75
+68
1443
$2.06K ﹤0.01%
35
+28
1444
$2.06K ﹤0.01%
12
-78
1445
$2.06K ﹤0.01%
77
1446
$2.05K ﹤0.01%
103
1447
$2.05K ﹤0.01%
38
+1
1448
$2.05K ﹤0.01%
42
-81
1449
$2.04K ﹤0.01%
58
+11
1450
$2.04K ﹤0.01%
64
-11
56 57
58
59 60