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
2226
$271 ﹤0.01%
37
2227
$269 ﹤0.01%
+7
2228
$268 ﹤0.01%
+216
2229
$268 ﹤0.01%
231
+19
2230
$268 ﹤0.01%
4
-4
2231
$266 ﹤0.01%
9
-432
2232
$265 ﹤0.01%
22
2233
$265 ﹤0.01%
25
2234
$265 ﹤0.01%
5
-1
2235
$264 ﹤0.01%
17
+11
2236
$264 ﹤0.01%
11
2237
$262 ﹤0.01%
4
2238
$261 ﹤0.01%
+7
2239
$259 ﹤0.01%
+6
2240
$258 ﹤0.01%
+163
2241
$255 ﹤0.01%
14
2242
$253 ﹤0.01%
25
-4
2243
$252 ﹤0.01%
+37
2244
$251 ﹤0.01%
+6
2245
$251 ﹤0.01%
3
+2
2246
$250 ﹤0.01%
12
-42
2247
$250 ﹤0.01%
19
+17
2248
$249 ﹤0.01%
+8
2249
$248 ﹤0.01%
80
+21
2250
$246 ﹤0.01%
+23
88 89
90
91 92