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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
1851
$765 ﹤0.01%
55
+50
1852
$763 ﹤0.01%
40
1853
$762 ﹤0.01%
+68
1854
$761 ﹤0.01%
140
+107
1855
$753 ﹤0.01%
7
-4
1856
$753 ﹤0.01%
125
-8
1857
$752 ﹤0.01%
22
+1
1858
$752 ﹤0.01%
61
+38
1859
$751 ﹤0.01%
54
1860
$750 ﹤0.01%
40
-3
1861
$750 ﹤0.01%
12
+2
1862
$746 ﹤0.01%
61
+9
1863
$744 ﹤0.01%
6
1864
$742 ﹤0.01%
27
+13
1865
$737 ﹤0.01%
+41
1866
$736 ﹤0.01%
26
1867
$735 ﹤0.01%
18
1868
$734 ﹤0.01%
3
-6
1869
$734 ﹤0.01%
+45
1870
$733 ﹤0.01%
38
1871
$733 ﹤0.01%
14
+7
1872
$732 ﹤0.01%
+49
1873
$730 ﹤0.01%
14
1874
$729 ﹤0.01%
271
+186
1875
$723 ﹤0.01%
74
+17
73 74
75
76 77