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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
1501
$1.81K ﹤0.01%
42
1502
$1.8K ﹤0.01%
41
+5
1503
$1.8K ﹤0.01%
97
-71
1504
$1.8K ﹤0.01%
46
+29
1505
$1.8K ﹤0.01%
38
+18
1506
$1.79K ﹤0.01%
1
1507
$1.78K ﹤0.01%
15
+6
1508
$1.77K ﹤0.01%
45
+35
1509
$1.76K ﹤0.01%
21
+12
1510
$1.76K ﹤0.01%
176
+3
1511
$1.75K ﹤0.01%
4
-1
1512
$1.75K ﹤0.01%
47
1513
$1.75K ﹤0.01%
207
+10
1514
$1.75K ﹤0.01%
90
+85
1515
$1.75K ﹤0.01%
+45
1516
$1.74K ﹤0.01%
59
+29
1517
$1.73K ﹤0.01%
30
+15
1518
$1.73K ﹤0.01%
536
1519
$1.73K ﹤0.01%
28
+17
1520
$1.73K ﹤0.01%
95
-7
1521
$1.72K ﹤0.01%
21
-20
1522
$1.72K ﹤0.01%
+51
1523
$1.72K ﹤0.01%
+130
1524
$1.72K ﹤0.01%
32
-90
1525
$1.71K ﹤0.01%
66
+11
59 60
61
62 63