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
201
$83.2K 0.03%
250
202
$82.7K 0.03%
498
-86
203
$81.9K 0.03%
513
+210
204
$81.6K 0.02%
674
+408
205
$81K 0.02%
404
+22
206
$80.9K 0.02%
1,426
+940
207
$80.8K 0.02%
1,071
+654
208
$80.7K 0.02%
727
+12
209
$80.4K 0.02%
1,132
+661
210
$80.2K 0.02%
957
+409
211
$80K 0.02%
399
-95
212
$79.9K 0.02%
733
+598
213
$79.5K 0.02%
247
+71
214
$79.4K 0.02%
140
+128
215
$79K 0.02%
713
+627
216
$78.8K 0.02%
1,152
+632
217
$78.7K 0.02%
1,106
+498
218
$77.8K 0.02%
965
+13
219
$77.7K 0.02%
1,506
+915
220
$77.7K 0.02%
850
+744
221
$77.4K 0.02%
1,818
+1,094
222
$76.7K 0.02%
410
+162
223
$76.4K 0.02%
535
+105
224
$75.8K 0.02%
169
+25
225
$74.8K 0.02%
304
+260
7 8
9
10 11