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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
$120M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$893K
3
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

1
+$363K
2
+$235K
3
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.4K 0.06%
1,508
+6
77
$72.9K 0.06%
537
78
$72.6K 0.06%
141
+4
79
$69.6K 0.06%
559
80
$67.1K 0.06%
1,620
81
$63.5K 0.05%
747
82
$57.7K 0.05%
473
83
$57.6K 0.05%
1,273
84
$54.3K 0.05%
230
-318
85
$52.4K 0.04%
100
86
$48.1K 0.04%
1,683
87
$43.4K 0.04%
550
-374
88
$42.9K 0.04%
440
89
$41.9K 0.03%
585
90
$41.8K 0.03%
745
-409
91
$41.1K 0.03%
75
92
$39.1K 0.03%
502
93
$36.7K 0.03%
1,705
-88
94
$35K 0.03%
100
95
$34.2K 0.03%
396
+1
96
$33.3K 0.03%
280
+20
97
$32.9K 0.03%
939
+20
98
$32.7K 0.03%
120
99
$32.5K 0.03%
480
-288
100
$31.4K 0.03%
258
2 3
4
5 6