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
2251
$246 ﹤0.01%
10
-9
2252
$246 ﹤0.01%
43
-10
2253
$245 ﹤0.01%
+6
2254
$244 ﹤0.01%
7
+3
2255
$244 ﹤0.01%
5
-7
2256
$244 ﹤0.01%
24
-95
2257
$242 ﹤0.01%
+14
2258
$240 ﹤0.01%
6
-7
2259
$238 ﹤0.01%
+11
2260
$237 ﹤0.01%
+44
2261
$237 ﹤0.01%
+21
2262
$235 ﹤0.01%
1
2263
$235 ﹤0.01%
7
2264
$234 ﹤0.01%
6
+1
2265
$234 ﹤0.01%
57
+37
2266
$233 ﹤0.01%
4
-3
2267
$233 ﹤0.01%
3
2268
$233 ﹤0.01%
9
-57
2269
$232 ﹤0.01%
16
2270
$230 ﹤0.01%
16
-10
2271
$229 ﹤0.01%
7
-1
2272
$228 ﹤0.01%
9
2273
$227 ﹤0.01%
8
+4
2274
$227 ﹤0.01%
+6
2275
$225 ﹤0.01%
6
+3
89 90
91
92 93