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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
1751
$991 ﹤0.01%
58
+51
1752
$984 ﹤0.01%
7
1753
$983 ﹤0.01%
63
+41
1754
$979 ﹤0.01%
5
1755
$977 ﹤0.01%
82
+74
1756
$974 ﹤0.01%
+19
1757
$973 ﹤0.01%
+18
1758
$973 ﹤0.01%
256
+57
1759
$972 ﹤0.01%
108
+7
1760
$968 ﹤0.01%
35
+33
1761
$967 ﹤0.01%
13
-8
1762
$966 ﹤0.01%
+242
1763
$962 ﹤0.01%
7
+2
1764
$953 ﹤0.01%
18
1765
$952 ﹤0.01%
+17
1766
$951 ﹤0.01%
19
+4
1767
$948 ﹤0.01%
79
+65
1768
$944 ﹤0.01%
+17
1769
$937 ﹤0.01%
10
-10
1770
$935 ﹤0.01%
+40
1771
$934 ﹤0.01%
25
+3
1772
$931 ﹤0.01%
2
1773
$930 ﹤0.01%
332
+256
1774
$930 ﹤0.01%
139
+2
1775
$930 ﹤0.01%
79
+26
69 70
71
72 73