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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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$521K 0.44%
7,884
-8
27
$494K 0.42%
7,592
-1,170
28
$471K 0.4%
7,312
-1,652
29
$462K 0.39%
8,832
+5,918
30
$442K 0.38%
3,840
-2,876
31
$380K 0.32%
20,522
+1,262
32
$379K 0.32%
13,881
-204
33
$376K 0.32%
8,282
-239
34
$370K 0.31%
7,080
-413
35
$359K 0.3%
4,537
36
$317K 0.27%
4,793
+482
37
$310K 0.26%
6,026
+42
38
$309K 0.26%
+3,749
39
$304K 0.26%
7,912
-1
40
$288K 0.24%
1,617
41
$281K 0.24%
8,098
-133
42
$268K 0.23%
925
43
$260K 0.22%
11,300
+1
44
$243K 0.21%
5,073
+81
45
$241K 0.2%
690
46
$235K 0.2%
938
47
$232K 0.2%
1,000
48
$220K 0.19%
2,472
49
$211K 0.18%
3,152
50
$197K 0.17%
857
-143
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2
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