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
1901
$677 ﹤0.01%
7
1902
$676 ﹤0.01%
11
+2
1903
$676 ﹤0.01%
23
+8
1904
$674 ﹤0.01%
44
-123
1905
$673 ﹤0.01%
7
1906
$670 ﹤0.01%
21
1907
$670 ﹤0.01%
9
+1
1908
$668 ﹤0.01%
4
1909
$664 ﹤0.01%
73
+42
1910
$660 ﹤0.01%
15
+14
1911
$659 ﹤0.01%
32
+18
1912
$658 ﹤0.01%
16
1913
$654 ﹤0.01%
123
-4
1914
$654 ﹤0.01%
+15
1915
$654 ﹤0.01%
11
+4
1916
$654 ﹤0.01%
+28
1917
$653 ﹤0.01%
6
1918
$652 ﹤0.01%
+37
1919
$652 ﹤0.01%
16
+10
1920
$651 ﹤0.01%
29
+12
1921
$649 ﹤0.01%
22
+4
1922
$644 ﹤0.01%
+36
1923
$643 ﹤0.01%
4
1924
$642 ﹤0.01%
61
1925
$642 ﹤0.01%
44
75 76
77
78 79