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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
1876
$719 ﹤0.01%
5
+2
1877
$717 ﹤0.01%
37
1878
$716 ﹤0.01%
9
1879
$715 ﹤0.01%
6
1880
$710 ﹤0.01%
87
+73
1881
$708 ﹤0.01%
6
1882
$708 ﹤0.01%
17
1883
$707 ﹤0.01%
9
1884
$707 ﹤0.01%
58
1885
$705 ﹤0.01%
16
+12
1886
$703 ﹤0.01%
102
+47
1887
$700 ﹤0.01%
85
1888
$700 ﹤0.01%
10
+1
1889
$699 ﹤0.01%
15
+11
1890
$698 ﹤0.01%
+197
1891
$697 ﹤0.01%
512
-271
1892
$696 ﹤0.01%
37
+18
1893
$696 ﹤0.01%
17
+14
1894
$695 ﹤0.01%
174
+17
1895
$692 ﹤0.01%
+41
1896
$692 ﹤0.01%
31
+27
1897
$685 ﹤0.01%
+210
1898
$681 ﹤0.01%
+71
1899
$680 ﹤0.01%
16
+11
1900
$678 ﹤0.01%
16
74 75
76
77 78