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
151
$107K 0.03%
831
+165
152
$106K 0.03%
407
+290
153
$106K 0.03%
1,055
+460
154
$105K 0.03%
676
+140
155
$105K 0.03%
363
+163
156
$105K 0.03%
170
+19
157
$104K 0.03%
648
+7
158
$104K 0.03%
228
+214
159
$104K 0.03%
376
+364
160
$103K 0.03%
1,665
161
$102K 0.03%
252
+42
162
$102K 0.03%
1,053
+391
163
$102K 0.03%
1,444
+579
164
$101K 0.03%
720
+619
165
$101K 0.03%
427
+391
166
$100K 0.03%
497
+460
167
$98.3K 0.03%
352
+79
168
$98.2K 0.03%
1,373
169
$97.3K 0.03%
727
+300
170
$96.8K 0.03%
1,023
-150
171
$96K 0.03%
451
+266
172
$95.7K 0.03%
1,044
+326
173
$95.7K 0.03%
926
+836
174
$94.8K 0.03%
790
+160
175
$94.7K 0.03%
422
+292
5 6
7
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