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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
$124M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$759K
3
+$484K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$461K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$370K

Top Sells

1
+$1.1M
2
+$666K
3
+$605K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$604K
5
PM icon
Philip Morris
PM
+$524K

Sector Composition

1 Consumer Staples 1.02%
2 Consumer Discretionary 0.49%
3 Industrials 0.46%
4 Technology 0.43%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$528K 0.43%
6,944
-365
27
$517K 0.42%
4,734
+4,688
28
$491K 0.4%
7,016
-868
29
$490K 0.4%
7,697
-164
30
$413K 0.33%
6,883
-39
31
$387K 0.31%
17,495
-875
32
$382K 0.31%
4,537
33
$380K 0.31%
8,210
-70
34
$359K 0.29%
3,285
-158
35
$321K 0.26%
12,110
+6
36
$320K 0.26%
4,144
-318
37
$310K 0.25%
5,809
-190
38
$296K 0.24%
1,617
39
$289K 0.23%
7,612
-354
40
$277K 0.22%
6,474
-1,438
41
$270K 0.22%
925
42
$265K 0.21%
4,523
-4,131
43
$248K 0.2%
900
-100
44
$229K 0.19%
2,442
-30
45
$214K 0.17%
3,002
-150
46
$199K 0.16%
1,300
47
$192K 0.16%
938
48
$174K 0.14%
680
49
$173K 0.14%
2,086
+430
50
$168K 0.14%
764
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2
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