SWP

SIMA Wealth Partners Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$9.91M
3
+$9.15M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.95M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.88M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.89%
2 Technology 0.69%
3 Consumer Discretionary 0.48%
4 Industrials 0.42%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68.9K 0.05%
+473
77
$61.4K 0.05%
+241
78
$52.3K 0.04%
+542
79
$44.8K 0.03%
+480
80
$43.9K 0.03%
+104
81
$42.7K 0.03%
+75
82
$41.6K 0.03%
+939
83
$41.3K 0.03%
+170
84
$40.9K 0.03%
+120
85
$40.2K 0.03%
+170
86
$38.8K 0.03%
+585
87
$35.3K 0.03%
+1,223
88
$35.3K 0.03%
+125
89
$34.5K 0.03%
+100
90
$34.1K 0.03%
+100
91
$33.5K 0.03%
+297
92
$31.9K 0.02%
+258
93
$31K 0.02%
+1,110
94
$30.6K 0.02%
+16
95
$30.1K 0.02%
+272
96
$29.7K 0.02%
+1,128
97
$29.4K 0.02%
+321
98
$29.4K 0.02%
+87
99
$27.8K 0.02%
+212
100
$26.6K 0.02%
+2,149
2 3
4
5 6