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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
1676
$1.25K ﹤0.01%
12
+8
1677
$1.25K ﹤0.01%
9
+3
1678
$1.25K ﹤0.01%
+5
1679
$1.25K ﹤0.01%
276
+61
1680
$1.24K ﹤0.01%
+22
1681
$1.23K ﹤0.01%
18
1682
$1.23K ﹤0.01%
49
+40
1683
$1.23K ﹤0.01%
22
1684
$1.22K ﹤0.01%
115
-24
1685
$1.22K ﹤0.01%
87
+43
1686
$1.22K ﹤0.01%
80
1687
$1.22K ﹤0.01%
+103
1688
$1.21K ﹤0.01%
+18
1689
$1.21K ﹤0.01%
6
1690
$1.21K ﹤0.01%
30
1691
$1.21K ﹤0.01%
41
+23
1692
$1.2K ﹤0.01%
62
+21
1693
$1.2K ﹤0.01%
230
+83
1694
$1.2K ﹤0.01%
15
1695
$1.2K ﹤0.01%
32
+7
1696
$1.19K ﹤0.01%
+9
1697
$1.18K ﹤0.01%
+35
1698
$1.16K ﹤0.01%
734
+9
1699
$1.16K ﹤0.01%
+8
1700
$1.16K ﹤0.01%
11
66 67
68
69 70