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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
1526
$1.7K ﹤0.01%
+5
1527
$1.7K ﹤0.01%
34
1528
$1.7K ﹤0.01%
189
1529
$1.7K ﹤0.01%
364
-15
1530
$1.7K ﹤0.01%
111
1531
$1.68K ﹤0.01%
105
+88
1532
$1.68K ﹤0.01%
60
+11
1533
$1.68K ﹤0.01%
10
-5
1534
$1.67K ﹤0.01%
216
-451
1535
$1.67K ﹤0.01%
81
1536
$1.67K ﹤0.01%
59
+35
1537
$1.67K ﹤0.01%
+189
1538
$1.66K ﹤0.01%
35
+25
1539
$1.65K ﹤0.01%
85
1540
$1.65K ﹤0.01%
55
+42
1541
$1.65K ﹤0.01%
109
+63
1542
$1.64K ﹤0.01%
51
1543
$1.63K ﹤0.01%
25
1544
$1.63K ﹤0.01%
+284
1545
$1.63K ﹤0.01%
+103
1546
$1.62K ﹤0.01%
516
+159
1547
$1.62K ﹤0.01%
13
1548
$1.61K ﹤0.01%
28
+21
1549
$1.6K ﹤0.01%
47
+22
1550
$1.6K ﹤0.01%
9
+1
60 61
62
63 64