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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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588K 0.56%
+8,959
27
$576K 0.55%
+2,684
28
$486K 0.46%
+8,032
29
$413K 0.39%
+7,721
30
$401K 0.38%
+3,721
31
$387K 0.37%
+8,524
32
$375K 0.36%
+14,472
33
$368K 0.35%
+19,174
34
$339K 0.32%
+4,537
35
$331K 0.32%
+4,902
36
$307K 0.29%
+5,984
37
$298K 0.28%
+7,913
38
$293K 0.28%
+8,231
39
$276K 0.26%
+1,617
40
$255K 0.24%
+11,299
41
$251K 0.24%
+5,089
42
$250K 0.24%
+1,000
43
$236K 0.22%
+925
44
$208K 0.2%
+2,474
45
$202K 0.19%
+960
46
$200K 0.19%
+3,152
47
$191K 0.18%
+690
48
$185K 0.18%
+1,264
49
$172K 0.16%
+800
50
$161K 0.15%
+1,000
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