We are live on ! Find out more
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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.2K 0.06%
+1,620
77
$64.2K 0.06%
+127
78
$58.5K 0.06%
+1,337
79
$57.4K 0.05%
+1,828
80
$55.4K 0.05%
+768
81
$52.5K 0.05%
+540
82
$50.9K 0.05%
+100
83
$48.4K 0.05%
+989
84
$43K 0.04%
+200
85
$41.2K 0.04%
+92
86
$39.6K 0.04%
+373
87
$39.6K 0.04%
+622
88
$39.4K 0.04%
+194
89
$34.8K 0.03%
+120
90
$34.6K 0.03%
+190
91
$33.9K 0.03%
+1,210
92
$33.1K 0.03%
+242
93
$33.1K 0.03%
+75
94
$32.5K 0.03%
+921
95
$32.2K 0.03%
+322
96
$31.7K 0.03%
+332
97
$30.4K 0.03%
+362
98
$29.9K 0.03%
+260
99
$27.1K 0.03%
+54
100
$26.2K 0.03%
+100
2 3
4
5 6