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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
1551
$1.59K ﹤0.01%
+52
1552
$1.59K ﹤0.01%
28
1553
$1.59K ﹤0.01%
57
+28
1554
$1.58K ﹤0.01%
66
1555
$1.58K ﹤0.01%
13
+1
1556
$1.58K ﹤0.01%
52
+4
1557
$1.57K ﹤0.01%
40
+7
1558
$1.57K ﹤0.01%
416
+368
1559
$1.57K ﹤0.01%
17
+6
1560
$1.57K ﹤0.01%
286
1561
$1.57K ﹤0.01%
19
-1
1562
$1.57K ﹤0.01%
3
-5
1563
$1.57K ﹤0.01%
30
1564
$1.57K ﹤0.01%
32
-444
1565
$1.57K ﹤0.01%
6
1566
$1.56K ﹤0.01%
21
1567
$1.56K ﹤0.01%
11
1568
$1.56K ﹤0.01%
122
-27
1569
$1.56K ﹤0.01%
66
-1
1570
$1.56K ﹤0.01%
37
+2
1571
$1.55K ﹤0.01%
9
1572
$1.55K ﹤0.01%
13
+7
1573
$1.55K ﹤0.01%
80
-11
1574
$1.55K ﹤0.01%
12
+1
1575
$1.55K ﹤0.01%
181
+151
61 62
63
64 65