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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
1651
$1.33K ﹤0.01%
47
+36
1652
$1.33K ﹤0.01%
19
1653
$1.32K ﹤0.01%
+98
1654
$1.31K ﹤0.01%
65
+22
1655
$1.31K ﹤0.01%
57
1656
$1.31K ﹤0.01%
44
1657
$1.3K ﹤0.01%
27
+19
1658
$1.3K ﹤0.01%
67
1659
$1.29K ﹤0.01%
4
+1
1660
$1.29K ﹤0.01%
+23
1661
$1.29K ﹤0.01%
+21
1662
$1.28K ﹤0.01%
12
-30
1663
$1.28K ﹤0.01%
16
+15
1664
$1.28K ﹤0.01%
+70
1665
$1.27K ﹤0.01%
29
+6
1666
$1.27K ﹤0.01%
202
+196
1667
$1.27K ﹤0.01%
57
-160
1668
$1.27K ﹤0.01%
52
+31
1669
$1.26K ﹤0.01%
209
1670
$1.26K ﹤0.01%
596
+508
1671
$1.26K ﹤0.01%
29
-35
1672
$1.26K ﹤0.01%
17
1673
$1.26K ﹤0.01%
205
-28
1674
$1.25K ﹤0.01%
40
1675
$1.25K ﹤0.01%
47
+46
65 66
67
68 69