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
1926
$641 ﹤0.01%
9
+5
1927
$639 ﹤0.01%
12
+11
1928
$638 ﹤0.01%
6
1929
$638 ﹤0.01%
115
1930
$637 ﹤0.01%
35
1931
$634 ﹤0.01%
12
1932
$633 ﹤0.01%
+101
1933
$632 ﹤0.01%
13
+6
1934
$629 ﹤0.01%
+38
1935
$628 ﹤0.01%
+66
1936
$623 ﹤0.01%
84
+42
1937
$621 ﹤0.01%
32
-12
1938
$621 ﹤0.01%
25
-8
1939
$617 ﹤0.01%
19
1940
$616 ﹤0.01%
12
+2
1941
$615 ﹤0.01%
1
1942
$612 ﹤0.01%
9
+3
1943
$610 ﹤0.01%
6
1944
$610 ﹤0.01%
+14
1945
$605 ﹤0.01%
39
-91
1946
$603 ﹤0.01%
32
+25
1947
$601 ﹤0.01%
36
1948
$600 ﹤0.01%
17
+7
1949
$598 ﹤0.01%
383
+363
1950
$598 ﹤0.01%
21
76 77
78
79 80