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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.4K 0.02%
1,236
+30
102
$27.1K 0.02%
368
103
$26K 0.02%
215
104
$25.1K 0.02%
16
105
$24.4K 0.02%
410
106
$22.6K 0.02%
514
107
$19.7K 0.02%
100
108
$19.4K 0.02%
432
-47
109
$19.2K 0.02%
87
-107
110
$18.9K 0.02%
153
111
$18.7K 0.02%
36
112
$18.6K 0.02%
40
113
$17.8K 0.02%
808
+2
114
$17.5K 0.02%
196
115
$17.1K 0.01%
174
116
$16.6K 0.01%
59
117
$16.5K 0.01%
160
118
$15.3K 0.01%
86
119
$15.1K 0.01%
404
120
$11.9K 0.01%
70
121
$11.4K 0.01%
100
-22
122
$10.8K 0.01%
38
123
$10.1K 0.01%
122
124
$9.46K 0.01%
211
+1
125
$9.23K 0.01%
169
3 4
5
6 7