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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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.2K 0.06%
+1,502
77
$74K 0.06%
137
+82
78
$73.8K 0.06%
205
79
$72.1K 0.06%
924
-17
80
$70.9K 0.06%
537
81
$70K 0.06%
1,620
82
$66K 0.06%
747
-72
83
$62.1K 0.05%
1,154
+165
84
$60.8K 0.05%
+473
85
$59.7K 0.05%
768
86
$56.1K 0.05%
1,273
+17
87
$55.7K 0.05%
1,548
-272
88
$50.6K 0.04%
100
89
$48.4K 0.04%
200
90
$47.8K 0.04%
440
-100
91
$46.9K 0.04%
1,683
+471
92
$41K 0.03%
+502
93
$40.7K 0.03%
1,793
+557
94
$39.5K 0.03%
75
95
$37.6K 0.03%
317
-56
96
$37.5K 0.03%
198
+28
97
$37.2K 0.03%
1,439
-1,383
98
$36.7K 0.03%
+395
99
$36.4K 0.03%
585
100
$34.6K 0.03%
274
+32
2 3
4
5 6