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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
$131M
AUM Growth
-$220K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$813K
3
+$633K
4
MBB icon
iShares MBS ETF
MBB
+$590K
5
AUB icon
Atlantic Union Bankshares
AUB
+$289K

Top Sells

1
+$670K
2
+$419K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$97.9K

Sector Composition

1 Consumer Staples 0.92%
2 Technology 0.62%
3 Consumer Discretionary 0.49%
4 Financials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
76
Vanguard S&P 500 ETF
VOO
$980B
$58.8K 0.04%
98
-10
PG icon
77
Procter & Gamble
PG
$353B
$58.2K 0.04%
403
SYK icon
78
Stryker
SYK
$125B
$57.8K 0.04%
176
-29
PEP icon
79
PepsiCo
PEP
$197B
$49.7K 0.04%
320
+250
GOOGL icon
80
Alphabet (Google) Class A
GOOGL
$4.39T
$48.9K 0.04%
170
CMI icon
81
Cummins
CMI
$91.3B
$48.4K 0.04%
90
XOM icon
82
ExxonMobil
XOM
$568B
$47.5K 0.04%
280
IWR icon
83
iShares Russell Mid-Cap ETF
IWR
$60.9B
$47.3K 0.04%
486
COIN icon
84
Coinbase
COIN
$43.6B
$44.9K 0.03%
257
+170
GD icon
85
General Dynamics
GD
$101B
$41.2K 0.03%
120
MA icon
86
Mastercard
MA
$477B
$37.5K 0.03%
75
NSC icon
87
Norfolk Southern
NSC
$72.5B
$37.3K 0.03%
130
-80
SCHA icon
88
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$32.5K 0.02%
1,119
+6
SPTI icon
89
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.3B
$31.1K 0.02%
1,086
-137
MDYG icon
90
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.87B
$30.8K 0.02%
321
MKL icon
91
Markel Group
MKL
$24.8B
$30.6K 0.02%
16
IBM icon
92
IBM
IBM
$272B
$30.3K 0.02%
125
V icon
93
Visa
V
$689B
$30.2K 0.02%
100
MSFT icon
94
Microsoft
MSFT
$2.9T
$29.7K 0.02%
80
SCHX icon
95
Schwab US Large- Cap ETF
SCHX
$71.8B
$29.1K 0.02%
1,135
+4
UNH icon
96
UnitedHealth
UNH
$386B
$27.1K 0.02%
100
VFH icon
97
Vanguard Financials ETF
VFH
$13.2B
$25.6K 0.02%
212
YUM icon
98
Yum! Brands
YUM
$45.4B
$23.3K 0.02%
+150
ABBV icon
99
AbbVie
ABBV
$461B
$21.7K 0.02%
100
VCSH icon
100
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$19.9K 0.02%
251
-41
2 3
4
5 6