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
1951
$598 ﹤0.01%
61
+52
1952
$593 ﹤0.01%
+3
1953
$589 ﹤0.01%
21
+19
1954
$587 ﹤0.01%
28
-91
1955
$585 ﹤0.01%
17
1956
$582 ﹤0.01%
6
1957
$582 ﹤0.01%
+3
1958
$581 ﹤0.01%
1
-9
1959
$578 ﹤0.01%
12
1960
$576 ﹤0.01%
45
-24
1961
$574 ﹤0.01%
13
+11
1962
$572 ﹤0.01%
150
-13
1963
$571 ﹤0.01%
10
1964
$571 ﹤0.01%
17
+10
1965
$569 ﹤0.01%
30
+27
1966
$567 ﹤0.01%
+53
1967
$567 ﹤0.01%
55
+40
1968
$566 ﹤0.01%
11
1969
$566 ﹤0.01%
6
1970
$565 ﹤0.01%
6
1971
$563 ﹤0.01%
+4
1972
$561 ﹤0.01%
445
-117
1973
$560 ﹤0.01%
31
+4
1974
$559 ﹤0.01%
33
1975
$559 ﹤0.01%
13
+4
77 78
79
80 81