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
2376
$143 ﹤0.01%
14
2377
$143 ﹤0.01%
+20
2378
$142 ﹤0.01%
13
2379
$142 ﹤0.01%
5
2380
$140 ﹤0.01%
5
-4
2381
$140 ﹤0.01%
13
+3
2382
$139 ﹤0.01%
3
+2
2383
$139 ﹤0.01%
10
2384
$139 ﹤0.01%
5
+1
2385
$138 ﹤0.01%
5
-2
2386
$138 ﹤0.01%
6
2387
$137 ﹤0.01%
17
2388
$136 ﹤0.01%
+7
2389
$135 ﹤0.01%
+5
2390
$135 ﹤0.01%
4
2391
$135 ﹤0.01%
1
2392
$135 ﹤0.01%
4
2393
$135 ﹤0.01%
+2
2394
$135 ﹤0.01%
1
-9
2395
$135 ﹤0.01%
+31
2396
$134 ﹤0.01%
95
-195
2397
$134 ﹤0.01%
9
-6
2398
$134 ﹤0.01%
104
2399
$133 ﹤0.01%
9
+3
2400
$132 ﹤0.01%
36
-471
94 95
96
97 98