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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$591K 0.51%
2,684
27
$568K 0.49%
8,762
-1,642
28
$521K 0.45%
7,892
-140
29
$430K 0.37%
7,493
-228
30
$402K 0.35%
8,521
-3
31
$397K 0.34%
14,085
-387
32
$396K 0.34%
19,260
+86
33
$369K 0.32%
4,537
34
$367K 0.32%
3,721
35
$327K 0.28%
7,913
36
$321K 0.28%
5,984
37
$313K 0.27%
4,311
-591
38
$292K 0.25%
8,231
39
$290K 0.25%
1,617
40
$282K 0.24%
925
41
$278K 0.24%
1,000
42
$265K 0.23%
11,299
43
$264K 0.23%
4,992
-97
44
$226K 0.2%
2,472
-2
45
$223K 0.19%
690
46
$219K 0.19%
938
-22
47
$212K 0.18%
3,152
48
$203K 0.18%
1,250
-14
49
$199K 0.17%
800
50
$173K 0.15%
1,000
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