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
2326
$177 ﹤0.01%
+41
2327
$177 ﹤0.01%
+18
2328
$177 ﹤0.01%
+11
2329
$176 ﹤0.01%
+10
2330
$176 ﹤0.01%
2
-1
2331
$175 ﹤0.01%
7
2332
$175 ﹤0.01%
1
2333
$175 ﹤0.01%
1
2334
$175 ﹤0.01%
56
2335
$174 ﹤0.01%
4
2336
$174 ﹤0.01%
2
2337
$173 ﹤0.01%
+1
2338
$172 ﹤0.01%
+8
2339
$172 ﹤0.01%
9
-16
2340
$172 ﹤0.01%
5
-4
2341
$171 ﹤0.01%
+11
2342
$171 ﹤0.01%
+3
2343
$170 ﹤0.01%
6
+5
2344
$170 ﹤0.01%
+5
2345
$168 ﹤0.01%
+55
2346
$168 ﹤0.01%
+7
2347
$168 ﹤0.01%
+1
2348
$167 ﹤0.01%
15
2349
$165 ﹤0.01%
+13
2350
$165 ﹤0.01%
14
-194
92 93
94
95 96