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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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$186K 0.16%
+832
52
$181K 0.15%
1,250
53
$174K 0.15%
539
54
$171K 0.15%
781
-9
55
$160K 0.14%
680
-120
56
$144K 0.12%
900
57
$142K 0.12%
1,416
58
$136K 0.12%
1,664
-44
59
$125K 0.11%
548
-22
60
$124K 0.11%
2,767
61
$119K 0.1%
+979
62
$116K 0.1%
257
-17
63
$111K 0.09%
899
64
$109K 0.09%
1,444
65
$108K 0.09%
1,193
66
$102K 0.09%
+2,707
67
$102K 0.09%
423
-3
68
$98.2K 0.08%
775
69
$93.1K 0.08%
745
70
$92.9K 0.08%
1,500
71
$84.5K 0.07%
1,414
+1,046
72
$80.8K 0.07%
127
73
$80.8K 0.07%
3,033
-33
74
$76.4K 0.07%
456
75
$75.7K 0.06%
559
1 2
3
4 5