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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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$160K 0.15%
+539
52
$155K 0.15%
+804
53
$139K 0.13%
+1,708
54
$136K 0.13%
+1,340
55
$135K 0.13%
+900
56
$133K 0.13%
+2,914
57
$129K 0.12%
+1,416
58
$129K 0.12%
+570
59
$115K 0.11%
+2,767
60
$113K 0.11%
+1,026
61
$113K 0.11%
+1,444
62
$111K 0.11%
+274
63
$107K 0.1%
+967
64
$105K 0.1%
+1,193
65
$93.6K 0.09%
+429
66
$84.5K 0.08%
+745
67
$80.8K 0.08%
+3,043
68
$80.6K 0.08%
+1,500
69
$77.8K 0.07%
+472
70
$77.2K 0.07%
+952
71
$72.7K 0.07%
+941
72
$71.9K 0.07%
+3,028
73
$71.8K 0.07%
+559
74
$69.8K 0.07%
+205
75
$68.3K 0.07%
+537
1 2
3
4 5