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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
$120M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$893K
3
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

1
+$363K
2
+$235K
3
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.14%
1,000
52
$165K 0.14%
539
53
$161K 0.13%
680
54
$145K 0.12%
764
-17
55
$137K 0.11%
1,656
-8
56
$137K 0.11%
257
57
$128K 0.11%
1,416
58
$126K 0.11%
985
+6
59
$126K 0.1%
900
60
$126K 0.1%
2,732
+25
61
$118K 0.1%
1,444
62
$113K 0.09%
2,767
63
$102K 0.08%
1,500
64
$99.3K 0.08%
1,193
65
$98.6K 0.08%
899
66
$96.7K 0.08%
1,426
+12
67
$93.9K 0.08%
423
68
$91.6K 0.08%
3,324
+291
69
$91.1K 0.08%
775
70
$89.2K 0.07%
745
71
$86.2K 0.07%
506
+50
72
$78.7K 0.07%
273
+73
73
$77.9K 0.06%
380
-477
74
$77.2K 0.06%
127
75
$76.3K 0.06%
205
1 2
3
4 5