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
1801
$866 ﹤0.01%
+24
1802
$865 ﹤0.01%
50
1803
$865 ﹤0.01%
3
-1
1804
$863 ﹤0.01%
+281
1805
$861 ﹤0.01%
18
1806
$859 ﹤0.01%
32
+28
1807
$859 ﹤0.01%
+121
1808
$858 ﹤0.01%
10
1809
$857 ﹤0.01%
9
+4
1810
$857 ﹤0.01%
71
+31
1811
$851 ﹤0.01%
2
-1
1812
$851 ﹤0.01%
2
1813
$850 ﹤0.01%
7
1814
$849 ﹤0.01%
90
+79
1815
$847 ﹤0.01%
9
+8
1816
$841 ﹤0.01%
21
1817
$830 ﹤0.01%
41
+6
1818
$827 ﹤0.01%
3
1819
$825 ﹤0.01%
+137
1820
$820 ﹤0.01%
151
1821
$819 ﹤0.01%
77
1822
$817 ﹤0.01%
+29
1823
$814 ﹤0.01%
9
1824
$814 ﹤0.01%
56
1825
$813 ﹤0.01%
5
71 72
73
74 75