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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
$131M
AUM Growth
-$220K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$813K
3
+$633K
4
MBB icon
iShares MBS ETF
MBB
+$590K
5
AUB icon
Atlantic Union Bankshares
AUB
+$289K

Top Sells

1
+$670K
2
+$419K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$97.9K

Sector Composition

1 Consumer Staples 0.92%
2 Technology 0.62%
3 Consumer Discretionary 0.49%
4 Financials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
51
iShares US Technology ETF
IYW
$26.7B
$154K 0.12%
850
-50
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$132B
$151K 0.12%
1,416
EFA icon
53
iShares MSCI EAFE ETF
EFA
$77.6B
$140K 0.11%
1,444
EBAY icon
54
eBay
EBAY
$51B
$137K 0.1%
1,500
AMZN icon
55
Amazon
AMZN
$2.61T
$136K 0.1%
654
SHY icon
56
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$134K 0.1%
1,620
-431
SPY icon
57
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$132K 0.1%
203
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.1T
$123K 0.09%
257
SPSM icon
59
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.7B
$118K 0.09%
2,444
GLD icon
60
SPDR Gold Trust
GLD
$133B
$117K 0.09%
273
IJK icon
61
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$114K 0.09%
1,138
PH icon
62
Parker-Hannifin
PH
$121B
$114K 0.09%
127
SCHE icon
63
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$111K 0.08%
3,362
EMR icon
64
Emerson Electric
EMR
$77.9B
$108K 0.08%
827
-72
GOVT icon
65
iShares US Treasury Bond ETF
GOVT
$43.2B
$95.6K 0.07%
4,174
-489
SCHB icon
66
Schwab US Broad Market ETF
SCHB
$43B
$88.5K 0.07%
3,526
+225
IJJ icon
67
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.7B
$82.2K 0.06%
620
-75
JVAL icon
68
JPMorgan US Value Factor ETF
JVAL
$809M
$79.2K 0.06%
1,620
KO icon
69
Coca-Cola
KO
$362B
$78.7K 0.06%
1,035
+450
SDY icon
70
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$78.4K 0.06%
537
IJT icon
71
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.1B
$77.6K 0.06%
536
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$68.8K 0.05%
1,273
ITOT icon
73
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$67.4K 0.05%
473
VB icon
74
Vanguard Small-Cap ETF
VB
$80.6B
$63.2K 0.05%
241
FRDM icon
75
Freedom 100 Emerging Markets ETF
FRDM
$3.41B
$59.3K 0.05%
1,085
-65
1 2
3
4 5