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
131
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

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
$78.8B
$18.1K 0.01%
+73
DUK icon
102
Duke Energy
DUK
$97.2B
$16.9K 0.01%
+129
DGRO icon
103
iShares Core Dividend Growth ETF
DGRO
$39.9B
$16.6K 0.01%
+237
SPYM
104
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$15.6K 0.01%
+204
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$15.2K 0.01%
+119
NWBI icon
106
Northwest Bancshares
NWBI
$2.04B
$12.5K 0.01%
+987
D icon
107
Dominion Energy
D
$60.1B
$12.4K 0.01%
+200
BTI icon
108
British American Tobacco
BTI
$142B
$12.3K 0.01%
+210
T icon
109
AT&T
T
$176B
$11.2K 0.01%
+387
UPS icon
110
United Parcel Service
UPS
$83.5B
$11K 0.01%
+112
VZ icon
111
Verizon
VZ
$202B
$10.8K 0.01%
+216
ELV icon
112
Elevance Health
ELV
$84.7B
$10.5K 0.01%
+36
IJS icon
113
iShares S&P Small-Cap 600 Value ETF
IJS
$7.82B
$10.5K 0.01%
+89
IPO icon
114
Renaissance IPO ETF
IPO
$153M
$10.5K 0.01%
+250
IWO icon
115
iShares Russell 2000 Growth ETF
IWO
$14.4B
$10.4K 0.01%
+33
ABT icon
116
Abbott
ABT
$153B
$10.3K 0.01%
+100
MMM icon
117
3M
MMM
$79.1B
$9.01K 0.01%
+62
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$8.52K 0.01%
+150
GM icon
119
General Motors
GM
$69.6B
$7.94K 0.01%
+107
F icon
120
Ford
F
$54.5B
$7.61K 0.01%
+659
VUG icon
121
Vanguard Growth ETF
VUG
$225B
$7.53K 0.01%
+102
IEF icon
122
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$6.3K ﹤0.01%
+66
VCIT icon
123
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.4B
$6.21K ﹤0.01%
+75
AMLP icon
124
Alerian MLP ETF
AMLP
$12.7B
$3.16K ﹤0.01%
+60
IVZ icon
125
Invesco
IVZ
$12B
$3.04K ﹤0.01%
+125