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
2176
$307 ﹤0.01%
+23
2177
$306 ﹤0.01%
+28
2178
$303 ﹤0.01%
+12
2179
$303 ﹤0.01%
12
-212
2180
$303 ﹤0.01%
12
+10
2181
$303 ﹤0.01%
7
2182
$302 ﹤0.01%
45
+36
2183
$302 ﹤0.01%
+8
2184
$301 ﹤0.01%
19
+13
2185
$301 ﹤0.01%
+19
2186
$301 ﹤0.01%
+26
2187
$300 ﹤0.01%
+136
2188
$299 ﹤0.01%
1
2189
$299 ﹤0.01%
10
2190
$299 ﹤0.01%
9
2191
$298 ﹤0.01%
+15
2192
$298 ﹤0.01%
1
2193
$298 ﹤0.01%
42
-75
2194
$298 ﹤0.01%
12
+1
2195
$297 ﹤0.01%
39
-64
2196
$294 ﹤0.01%
4
2197
$293 ﹤0.01%
5
2198
$291 ﹤0.01%
59
-12
2199
$290 ﹤0.01%
6
2200
$290 ﹤0.01%
11
-5
86 87
88
89 90