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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
1776
$928 ﹤0.01%
11
1777
$915 ﹤0.01%
54
-1
1778
$912 ﹤0.01%
107
+104
1779
$910 ﹤0.01%
+19
1780
$907 ﹤0.01%
23
+21
1781
$903 ﹤0.01%
28
+22
1782
$901 ﹤0.01%
14
+13
1783
$899 ﹤0.01%
29
+25
1784
$898 ﹤0.01%
7
1785
$897 ﹤0.01%
10
1786
$894 ﹤0.01%
25
1787
$894 ﹤0.01%
17
1788
$891 ﹤0.01%
95
1789
$891 ﹤0.01%
75
+1
1790
$889 ﹤0.01%
23
1791
$889 ﹤0.01%
+52
1792
$883 ﹤0.01%
161
+5
1793
$881 ﹤0.01%
113
1794
$880 ﹤0.01%
444
+17
1795
$880 ﹤0.01%
8
+7
1796
$879 ﹤0.01%
16
1797
$878 ﹤0.01%
7
+3
1798
$876 ﹤0.01%
17
1799
$873 ﹤0.01%
+23
1800
$872 ﹤0.01%
15
70 71
72
73 74