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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
$120M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$893K
3
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

1
+$363K
2
+$235K
3
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.43%
8,654
-178
27
$510K 0.42%
7,884
28
$504K 0.42%
7,309
-3
29
$470K 0.39%
7,861
+269
30
$383K 0.32%
8,280
-2
31
$374K 0.31%
6,922
-158
32
$373K 0.31%
4,537
33
$363K 0.3%
18,370
-2,152
34
$360K 0.3%
3,443
-397
35
$348K 0.29%
3,780
+31
36
$338K 0.28%
12,104
-1,777
37
$315K 0.26%
5,999
-27
38
$311K 0.26%
4,462
-331
39
$311K 0.26%
7,912
40
$289K 0.24%
7,966
-132
41
$289K 0.24%
925
42
$276K 0.23%
1,617
43
$258K 0.21%
5,073
44
$232K 0.19%
2,472
45
$216K 0.18%
690
46
$216K 0.18%
1,300
+50
47
$209K 0.17%
3,152
48
$208K 0.17%
938
49
$204K 0.17%
8,868
-2,432
50
$168K 0.14%
834
+2
1
2
3 4 5