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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
1601
$1.47K ﹤0.01%
+51
1602
$1.46K ﹤0.01%
19
1603
$1.46K ﹤0.01%
22
+19
1604
$1.46K ﹤0.01%
14
1605
$1.46K ﹤0.01%
+30
1606
$1.46K ﹤0.01%
12
1607
$1.46K ﹤0.01%
9
+7
1608
$1.45K ﹤0.01%
278
+163
1609
$1.45K ﹤0.01%
84
+27
1610
$1.45K ﹤0.01%
174
+96
1611
$1.45K ﹤0.01%
165
+17
1612
$1.45K ﹤0.01%
82
-127
1613
$1.44K ﹤0.01%
15
+6
1614
$1.43K ﹤0.01%
26
-262
1615
$1.43K ﹤0.01%
151
1616
$1.43K ﹤0.01%
47
+13
1617
$1.42K ﹤0.01%
6
+2
1618
$1.42K ﹤0.01%
11
+6
1619
$1.42K ﹤0.01%
+23
1620
$1.41K ﹤0.01%
16
+14
1621
$1.4K ﹤0.01%
17
1622
$1.4K ﹤0.01%
6
+1
1623
$1.4K ﹤0.01%
161
+98
1624
$1.4K ﹤0.01%
63
+38
1625
$1.39K ﹤0.01%
+37
63 64
65
66 67