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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
1626
$1.39K ﹤0.01%
148
+93
1627
$1.39K ﹤0.01%
11
1628
$1.39K ﹤0.01%
36
+31
1629
$1.39K ﹤0.01%
158
1630
$1.38K ﹤0.01%
4
+1
1631
$1.38K ﹤0.01%
+26
1632
$1.38K ﹤0.01%
89
+68
1633
$1.37K ﹤0.01%
47
+11
1634
$1.37K ﹤0.01%
+35
1635
$1.37K ﹤0.01%
17
+6
1636
$1.37K ﹤0.01%
49
1637
$1.36K ﹤0.01%
15
-1
1638
$1.36K ﹤0.01%
14
1639
$1.36K ﹤0.01%
55
+51
1640
$1.36K ﹤0.01%
25
+23
1641
$1.36K ﹤0.01%
39
-9
1642
$1.35K ﹤0.01%
7
+1
1643
$1.34K ﹤0.01%
39
+27
1644
$1.34K ﹤0.01%
866
+853
1645
$1.34K ﹤0.01%
149
+89
1646
$1.34K ﹤0.01%
40
1647
$1.34K ﹤0.01%
8
1648
$1.33K ﹤0.01%
232
+11
1649
$1.33K ﹤0.01%
55
1650
$1.33K ﹤0.01%
124
+49
64 65
66
67 68