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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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.8K 0.02%
+258
102
$25.3K 0.02%
+1,206
103
$25.2K 0.02%
+16
104
$24.8K 0.02%
+210
105
$24.1K 0.02%
+368
106
$23.4K 0.02%
+215
107
$23.4K 0.02%
+514
108
$22.9K 0.02%
+410
109
$19.8K 0.02%
+479
110
$19.5K 0.02%
+36
111
$19.1K 0.02%
+86
112
$18.4K 0.02%
+160
113
$18.3K 0.02%
+219
114
$17.5K 0.02%
+153
115
$17.2K 0.02%
+100
116
$16.3K 0.02%
+174
117
$16.1K 0.02%
+196
118
$15.7K 0.02%
+59
119
$15.4K 0.01%
+40
120
$15.4K 0.01%
+806
121
$13.6K 0.01%
+404
122
$12.7K 0.01%
+313
123
$12.7K 0.01%
+122
124
$11.5K 0.01%
+70
125
$9.98K 0.01%
+38
3 4
5
6 7