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
126
$124K 0.04%
653
+95
127
$122K 0.04%
359
+298
128
$120K 0.04%
591
+334
129
$120K 0.04%
1,239
+203
130
$119K 0.04%
383
+176
131
$118K 0.04%
430
+80
132
$118K 0.04%
1,442
+93
133
$116K 0.04%
817
+179
134
$116K 0.04%
414
+182
135
$115K 0.04%
566
+110
136
$115K 0.04%
488
+78
137
$115K 0.04%
151
+2
138
$114K 0.03%
221
+208
139
$112K 0.03%
186
+113
140
$112K 0.03%
2,984
+1,479
141
$110K 0.03%
2,028
+1,861
142
$110K 0.03%
3,883
+2,499
143
$110K 0.03%
388
+306
144
$109K 0.03%
654
+122
145
$109K 0.03%
753
+481
146
$108K 0.03%
25
+24
147
$108K 0.03%
1,574
148
$108K 0.03%
1,985
+1,609
149
$107K 0.03%
1,402
+152
150
$107K 0.03%
486
+42
4 5
6
7 8