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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
1476
$1.92K ﹤0.01%
132
+130
1477
$1.91K ﹤0.01%
58
-10
1478
$1.91K ﹤0.01%
59
+41
1479
$1.9K ﹤0.01%
25
1480
$1.9K ﹤0.01%
107
1481
$1.9K ﹤0.01%
30
+12
1482
$1.89K ﹤0.01%
415
1483
$1.89K ﹤0.01%
52
+43
1484
$1.88K ﹤0.01%
145
+125
1485
$1.88K ﹤0.01%
19
+4
1486
$1.88K ﹤0.01%
109
+81
1487
$1.87K ﹤0.01%
+80
1488
$1.87K ﹤0.01%
10
1489
$1.86K ﹤0.01%
+184
1490
$1.86K ﹤0.01%
207
+194
1491
$1.85K ﹤0.01%
137
-31
1492
$1.85K ﹤0.01%
140
-115
1493
$1.85K ﹤0.01%
141
+132
1494
$1.85K ﹤0.01%
35
+33
1495
$1.84K ﹤0.01%
206
+161
1496
$1.83K ﹤0.01%
400
+119
1497
$1.82K ﹤0.01%
+95
1498
$1.82K ﹤0.01%
67
-21
1499
$1.81K ﹤0.01%
178
+109
1500
$1.81K ﹤0.01%
107
-3
58 59
60
61 62