We are live on ! Find out more
SWP

SIMA Wealth Partners Portfolio holdings

AUM $131M
1-Year Est. Return 14.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$220K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$813K
3
+$633K
4
MBB icon
iShares MBS ETF
MBB
+$590K
5
AUB icon
Atlantic Union Bankshares
AUB
+$289K

Top Sells

1
+$670K
2
+$419K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$97.9K

Sector Composition

1 Consumer Staples 0.92%
2 Technology 0.62%
3 Consumer Discretionary 0.49%
4 Financials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
26
iShares Russell Top 200 Growth ETF
IWY
$17.5B
$655K 0.5%
2,634
IDEV icon
27
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$534K 0.41%
6,388
-2
VONG icon
28
Vanguard Russell 1000 Growth ETF
VONG
$43.6B
$519K 0.4%
4,734
VO icon
29
Vanguard Mid-Cap ETF
VO
$105B
$504K 0.38%
7,016
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$502K 0.38%
7,195
+564
AAPL icon
31
Apple
AAPL
$4.53T
$501K 0.38%
1,973
SCHF icon
32
Schwab International Equity ETF
SCHF
$66B
$447K 0.34%
18,075
+360
IWX icon
33
iShares Russell Top 200 Value ETF
IWX
$4.07B
$420K 0.32%
4,537
IJR icon
34
iShares Core S&P Small-Cap ETF
IJR
$110B
$398K 0.3%
3,201
-71
VMBS icon
35
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$367K 0.28%
7,823
-364
SCHD icon
36
Schwab US Dividend Equity ETF
SCHD
$97.2B
$350K 0.27%
11,413
+5
MCD icon
37
McDonald's
MCD
$199B
$334K 0.25%
1,075
+150
IXUS icon
38
iShares Core MSCI Total International Stock ETF
IXUS
$58.1B
$322K 0.25%
3,722
+284
HEFA icon
39
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.24B
$318K 0.24%
7,479
SPEM icon
40
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$317K 0.24%
6,752
-1
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$310K 0.24%
1,617
JNJ icon
42
Johnson & Johnson
JNJ
$633B
$306K 0.23%
1,250
IGIB icon
43
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$291K 0.22%
5,470
-355
AUB icon
44
Atlantic Union Bankshares
AUB
$6.05B
$274K 0.21%
+7,679
MO icon
45
Altria Group
MO
$121B
$274K 0.21%
4,147
+94
AVGO icon
46
Broadcom
AVGO
$1.71T
$251K 0.19%
810
USMV icon
47
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$204K 0.16%
2,197
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$228B
$187K 0.14%
2,912
SPHQ icon
49
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$185K 0.14%
2,462
-540
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$89.7B
$183K 0.14%
855
-3
1
2
3 4 5