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SWP
SIMA Wealth Partners Portfolio holdings
AUM
$141M
1-Year Est. Return
17.33%
This Fund
S&P 500
This Quarter
Est. Return
+0.7%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
98.67%
Top 10 Holdings %
Top 10 Hldgs %
62.01%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$14.2M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$8.21M |
| 3 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$6.89M |
| 4 |
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
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 0.81% |
| 2 | Industrials | 0.79% |
| 3 | Healthcare | 0.58% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Technology | 0.42% |
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SIMA Wealth Partners's Q2 2024 Portfolio in Review
Q2 2024 is the first quarter with a 13F filing on record for SIMA Wealth Partners, which disclosed 171 positions worth $105M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 27,053 shares worth $14.8M.
By sector, the portfolio is most concentrated in Consumer Staples at 0.81% of assets, followed by Industrials and Healthcare.
- SIMA Wealth Partners's largest Q2 2024 buy was iShares Core S&P 500 ETF: 27,053 shares worth $14.8M.
- SIMA Wealth Partners's ten largest holdings make up 62% of its $105M portfolio in Q2 2024.
- SIMA Wealth Partners disclosed 171 positions in Q2 2024, its first 13F filing on record.
Based on SIMA Wealth Partners's 13F filing for Q2 2024, filed 15 Jun 2026.