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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
$124M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$759K
3
+$484K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$461K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$370K

Top Sells

1
+$1.1M
2
+$666K
3
+$605K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$604K
5
PM icon
Philip Morris
PM
+$524K

Sector Composition

1 Consumer Staples 1.02%
2 Consumer Discretionary 0.49%
3 Industrials 0.46%
4 Technology 0.43%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.13%
858
-2,022
52
$166K 0.13%
2,912
-2,161
53
$161K 0.13%
7,018
-1,850
54
$156K 0.13%
900
55
$150K 0.12%
1,416
56
$129K 0.1%
1,444
57
$125K 0.1%
257
58
$120K 0.1%
899
59
$112K 0.09%
1,500
60
$109K 0.09%
1,193
61
$104K 0.08%
2,444
-323
62
$100K 0.08%
3,325
+1
63
$92.1K 0.07%
745
64
$88.7K 0.07%
127
65
$83.2K 0.07%
273
66
$81.1K 0.07%
205
67
$80.6K 0.07%
506
68
$75.7K 0.06%
231
-459
69
$74.4K 0.06%
559
70
$72.9K 0.06%
537
71
$72.3K 0.06%
127
-14
72
$71.7K 0.06%
1,620
73
$63.9K 0.05%
473
74
$63K 0.05%
1,273
75
$59.1K 0.05%
2,479
+774
1 2
3
4 5