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
1976
$559 ﹤0.01%
57
1977
$555 ﹤0.01%
16
1978
$555 ﹤0.01%
22
+11
1979
$552 ﹤0.01%
86
1980
$552 ﹤0.01%
22
+18
1981
$551 ﹤0.01%
11
1982
$548 ﹤0.01%
28
+24
1983
$547 ﹤0.01%
19
+18
1984
$545 ﹤0.01%
+207
1985
$544 ﹤0.01%
+13
1986
$540 ﹤0.01%
+5
1987
$536 ﹤0.01%
68
1988
$536 ﹤0.01%
41
+6
1989
$535 ﹤0.01%
14
1990
$535 ﹤0.01%
44
-26
1991
$531 ﹤0.01%
+25
1992
$526 ﹤0.01%
28
+9
1993
$524 ﹤0.01%
+19
1994
$521 ﹤0.01%
14
1995
$518 ﹤0.01%
133
-12
1996
$516 ﹤0.01%
+3
1997
$516 ﹤0.01%
42
+26
1998
$514 ﹤0.01%
4
1999
$514 ﹤0.01%
4
2000
$513 ﹤0.01%
28
78 79
80
81 82