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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
1726
$1.05K ﹤0.01%
32
1727
$1.05K ﹤0.01%
54
1728
$1.04K ﹤0.01%
16
-2
1729
$1.04K ﹤0.01%
+30
1730
$1.04K ﹤0.01%
12
1731
$1.04K ﹤0.01%
+74
1732
$1.04K ﹤0.01%
88
1733
$1.03K ﹤0.01%
32
+19
1734
$1.03K ﹤0.01%
250
+144
1735
$1.03K ﹤0.01%
159
-30
1736
$1.02K ﹤0.01%
42
1737
$1.02K ﹤0.01%
8
1738
$1.01K ﹤0.01%
15
1739
$1.01K ﹤0.01%
133
+11
1740
$1.01K ﹤0.01%
30
+9
1741
$1.01K ﹤0.01%
+103
1742
$1K ﹤0.01%
+6
1743
$1K ﹤0.01%
75
1744
$999 ﹤0.01%
57
-2,092
1745
$999 ﹤0.01%
34
-52
1746
$995 ﹤0.01%
141
1747
$995 ﹤0.01%
14
1748
$995 ﹤0.01%
73
+25
1749
$995 ﹤0.01%
14
+7
1750
$994 ﹤0.01%
50
68 69
70
71 72