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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.2K 0.06%
819
-133
77
$70.6K 0.06%
1,620
78
$65K 0.06%
1,820
-8
79
$60.1K 0.05%
1,256
-81
80
$58.5K 0.05%
100
81
$58.2K 0.05%
540
82
$57.1K 0.05%
989
83
$56.3K 0.05%
768
84
$48.6K 0.04%
200
85
$43.8K 0.04%
373
86
$42K 0.04%
585
-37
87
$37.1K 0.03%
332
88
$37K 0.03%
75
89
$36.3K 0.03%
120
90
$35.4K 0.03%
322
91
$35.2K 0.03%
1,212
+2
92
$34.5K 0.03%
80
-12
93
$33K 0.03%
242
94
$33K 0.03%
921
95
$31.8K 0.03%
362
96
$30.5K 0.03%
260
97
$29.7K 0.03%
258
98
$29.1K 0.03%
55
+1
99
$28.2K 0.02%
170
-20
100
$27.5K 0.02%
100
2 3
4
5 6