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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
1576
$1.54K ﹤0.01%
60
+25
1577
$1.54K ﹤0.01%
24
+14
1578
$1.54K ﹤0.01%
126
+25
1579
$1.54K ﹤0.01%
130
-15
1580
$1.53K ﹤0.01%
42
1581
$1.53K ﹤0.01%
54
-22
1582
$1.53K ﹤0.01%
+172
1583
$1.51K ﹤0.01%
72
1584
$1.51K ﹤0.01%
28
1585
$1.51K ﹤0.01%
79
+5
1586
$1.51K ﹤0.01%
+80
1587
$1.5K ﹤0.01%
179
-242
1588
$1.5K ﹤0.01%
226
+223
1589
$1.5K ﹤0.01%
44
+10
1590
$1.49K ﹤0.01%
+76
1591
$1.49K ﹤0.01%
97
1592
$1.49K ﹤0.01%
23
1593
$1.49K ﹤0.01%
268
+121
1594
$1.49K ﹤0.01%
77
1595
$1.49K ﹤0.01%
49
1596
$1.49K ﹤0.01%
31
+21
1597
$1.48K ﹤0.01%
165
+69
1598
$1.48K ﹤0.01%
815
-730
1599
$1.48K ﹤0.01%
+62
1600
$1.47K ﹤0.01%
254
+30
62 63
64
65 66