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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
$131M
AUM Growth
-$220K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$813K
3
+$633K
4
MBB icon
iShares MBS ETF
MBB
+$590K
5
AUB icon
Atlantic Union Bankshares
AUB
+$289K

Top Sells

1
+$670K
2
+$419K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$97.9K

Sector Composition

1 Consumer Staples 0.92%
2 Technology 0.62%
3 Consumer Discretionary 0.49%
4 Financials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
101
iShares Russell 2000 ETF
IWM
$81.7B
$18.1K 0.01%
73
-1
DUK icon
102
Duke Energy
DUK
$101B
$16.9K 0.01%
129
-129
DGRO icon
103
iShares Core Dividend Growth ETF
DGRO
$42B
$16.6K 0.01%
237
SPYM
104
State Street SPDR Portfolio S&P 500 ETF
SPYM
$155B
$15.6K 0.01%
204
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$15.2K 0.01%
119
NWBI icon
106
Northwest Bancshares
NWBI
$2.21B
$12.5K 0.01%
987
D icon
107
Dominion Energy
D
$61.3B
$12.4K 0.01%
200
BTI icon
108
British American Tobacco
BTI
$125B
$12.3K 0.01%
210
T icon
109
AT&T
T
$143B
$11.2K 0.01%
387
-234
UPS icon
110
United Parcel Service
UPS
$94.1B
$11K 0.01%
112
VZ icon
111
Verizon
VZ
$178B
$10.8K 0.01%
216
-216
ELV icon
112
Elevance Health
ELV
$90.7B
$10.5K 0.01%
36
IJS icon
113
iShares S&P Small-Cap 600 Value ETF
IJS
$7.97B
$10.5K 0.01%
89
-20
IPO icon
114
Renaissance IPO ETF
IPO
$184M
$10.5K 0.01%
250
IWO icon
115
iShares Russell 2000 Growth ETF
IWO
$15B
$10.4K 0.01%
33
ABT icon
116
Abbott
ABT
$166B
$10.3K 0.01%
100
MMM icon
117
3M
MMM
$83.7B
$9.01K 0.01%
62
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$8.52K 0.01%
150
GM icon
119
General Motors
GM
$68.5B
$7.94K 0.01%
107
F icon
120
Ford
F
$53.2B
$7.61K 0.01%
659
VUG icon
121
Vanguard Growth ETF
VUG
$221B
$7.53K 0.01%
102
IEF icon
122
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$6.3K ﹤0.01%
66
VCIT icon
123
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$6.21K ﹤0.01%
75
AMLP icon
124
Alerian MLP ETF
AMLP
$12.2B
$3.16K ﹤0.01%
60
IVZ icon
125
Invesco
IVZ
$12B
$3.04K ﹤0.01%
125
2 3 4
5
6