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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
$124M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$759K
3
+$484K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$461K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$370K

Top Sells

1
+$1.1M
2
+$666K
3
+$605K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$604K
5
PM icon
Philip Morris
PM
+$524K

Sector Composition

1 Consumer Staples 1.02%
2 Consumer Discretionary 0.49%
3 Industrials 0.46%
4 Technology 0.43%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.2K 0.05%
241
-182
77
$53.7K 0.04%
584
-163
78
$42.1K 0.03%
75
79
$41.4K 0.03%
585
80
$39.9K 0.03%
80
81
$39.8K 0.03%
480
82
$39.1K 0.03%
170
-60
83
$38.8K 0.03%
390
-50
84
$38.2K 0.03%
1,327
-356
85
$37.9K 0.03%
939
86
$36.8K 0.03%
125
87
$35.5K 0.03%
447
-103
88
$35.5K 0.03%
100
89
$35K 0.03%
120
90
$32K 0.03%
16
91
$31.2K 0.03%
100
92
$30.5K 0.02%
87
93
$30.4K 0.02%
258
94
$30.2K 0.02%
280
95
$30K 0.02%
170
-28
96
$29.5K 0.02%
682
97
$28.5K 0.02%
1,126
+23
98
$27.9K 0.02%
321
-41
99
$27.5K 0.02%
1,125
+3
100
$27K 0.02%
212
2 3
4
5 6