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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
1451
$2.03K ﹤0.01%
87
1452
$2.02K ﹤0.01%
31
1453
$2.02K ﹤0.01%
5
+1
1454
$2.02K ﹤0.01%
237
+1
1455
$2.01K ﹤0.01%
179
+14
1456
$2.01K ﹤0.01%
18
+7
1457
$2K ﹤0.01%
42
-76
1458
$2K ﹤0.01%
600
1459
$2K ﹤0.01%
80
+33
1460
$2K ﹤0.01%
22
-8
1461
$2K ﹤0.01%
133
-13
1462
$1.99K ﹤0.01%
+75
1463
$1.99K ﹤0.01%
142
1464
$1.98K ﹤0.01%
73
1465
$1.97K ﹤0.01%
6
-4
1466
$1.97K ﹤0.01%
63
+39
1467
$1.97K ﹤0.01%
84
+78
1468
$1.96K ﹤0.01%
14
+12
1469
$1.96K ﹤0.01%
171
+102
1470
$1.96K ﹤0.01%
+71
1471
$1.95K ﹤0.01%
13
-11
1472
$1.94K ﹤0.01%
46
+27
1473
$1.94K ﹤0.01%
69
+67
1474
$1.93K ﹤0.01%
31
1475
$1.92K ﹤0.01%
103
57 58
59
60 61