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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
1826
$811 ﹤0.01%
122
-283
1827
$810 ﹤0.01%
20
+19
1828
$805 ﹤0.01%
12
1829
$802 ﹤0.01%
+190
1830
$797 ﹤0.01%
608
+532
1831
$797 ﹤0.01%
11
+2
1832
$794 ﹤0.01%
+26
1833
$794 ﹤0.01%
28
1834
$791 ﹤0.01%
13
1835
$789 ﹤0.01%
37
1836
$786 ﹤0.01%
13
+3
1837
$786 ﹤0.01%
+9
1838
$786 ﹤0.01%
129
-21
1839
$781 ﹤0.01%
43
-8
1840
$781 ﹤0.01%
2
1841
$780 ﹤0.01%
16
+2
1842
$779 ﹤0.01%
9
-2
1843
$776 ﹤0.01%
15
+3
1844
$776 ﹤0.01%
7
+3
1845
$773 ﹤0.01%
13
1846
$771 ﹤0.01%
135
-524
1847
$770 ﹤0.01%
41
+7
1848
$768 ﹤0.01%
16
-7
1849
$768 ﹤0.01%
48
+2
1850
$766 ﹤0.01%
57
72 73
74
75 76