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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$169K 0.15%
539
52
$163K 0.14%
1,340
53
$149K 0.13%
2,914
54
$147K 0.13%
790
-14
55
$142K 0.12%
1,708
56
$140K 0.12%
570
57
$136K 0.12%
900
58
$133K 0.12%
1,416
59
$126K 0.11%
274
60
$126K 0.11%
2,767
61
$121K 0.1%
1,444
62
$110K 0.1%
1,193
63
$101K 0.09%
426
-3
64
$98.3K 0.09%
899
-68
65
$97.7K 0.08%
1,500
66
$92.1K 0.08%
745
67
$90.9K 0.08%
775
-251
68
$89.5K 0.08%
3,066
+23
69
$80.2K 0.07%
127
70
$79K 0.07%
456
-16
71
$78K 0.07%
559
72
$76.3K 0.07%
537
73
$74.7K 0.06%
941
74
$74.1K 0.06%
205
75
$72.7K 0.06%
2,822
-206
1 2
3
4 5