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
176
$93.8K 0.03%
222
+168
177
$93.7K 0.03%
2,388
+882
178
$93.5K 0.03%
780
+717
179
$93K 0.03%
1,221
+1,013
180
$92K 0.03%
2,275
+2,236
181
$91.8K 0.03%
644
+122
182
$90.4K 0.03%
413
+145
183
$90.3K 0.03%
738
+534
184
$89.9K 0.03%
1,511
+363
185
$89.8K 0.03%
2,042
+1,592
186
$89K 0.03%
1,134
-497
187
$88.1K 0.03%
2,493
+2,490
188
$87.3K 0.03%
270
+85
189
$87.2K 0.03%
354
+285
190
$86.9K 0.03%
562
+113
191
$86.9K 0.03%
520
+434
192
$86.9K 0.03%
112
-10
193
$86.7K 0.03%
7,945
+1,042
194
$86.4K 0.03%
670
+610
195
$86.2K 0.03%
2,086
-380
196
$85.6K 0.03%
251
+98
197
$85.3K 0.03%
253
+161
198
$85.2K 0.03%
1,655
+403
199
$84.5K 0.03%
882
+209
200
$84.4K 0.03%
241
+224
6 7
8
9 10