We are live on ! Find out more
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
1701
$1.16K ﹤0.01%
71
+3
1702
$1.16K ﹤0.01%
13
-100
1703
$1.15K ﹤0.01%
+41
1704
$1.15K ﹤0.01%
84
1705
$1.14K ﹤0.01%
18
-37
1706
$1.14K ﹤0.01%
218
+41
1707
$1.14K ﹤0.01%
38
+17
1708
$1.13K ﹤0.01%
+69
1709
$1.13K ﹤0.01%
67
-17
1710
$1.13K ﹤0.01%
12
1711
$1.12K ﹤0.01%
235
-65
1712
$1.12K ﹤0.01%
32
1713
$1.1K ﹤0.01%
41
+22
1714
$1.1K ﹤0.01%
227
+77
1715
$1.09K ﹤0.01%
+27
1716
$1.09K ﹤0.01%
66
1717
$1.09K ﹤0.01%
9
1718
$1.09K ﹤0.01%
+40
1719
$1.08K ﹤0.01%
15
+13
1720
$1.08K ﹤0.01%
90
+21
1721
$1.08K ﹤0.01%
40
+25
1722
$1.07K ﹤0.01%
139
-62
1723
$1.07K ﹤0.01%
6
-4
1724
$1.06K ﹤0.01%
28
+21
1725
$1.06K ﹤0.01%
29
67 68
69
70 71