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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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.8K 0.03%
80
102
$33.3K 0.03%
+878
103
$31.6K 0.03%
120
104
$31.6K 0.03%
100
105
$31.5K 0.03%
362
106
$30K 0.03%
919
-2
107
$28.9K 0.02%
284
-48
108
$28K 0.02%
260
109
$27.8K 0.02%
258
110
$27.6K 0.02%
16
111
$25.8K 0.02%
322
+247
112
$25K 0.02%
212
-110
113
$21.9K 0.02%
686
+282
114
$21.7K 0.02%
+275
115
$21.4K 0.02%
86
116
$20.8K 0.02%
189
-26
117
$20.1K 0.02%
885
+77
118
$20K 0.02%
153
119
$19.6K 0.02%
348
-62
120
$19.6K 0.02%
+1,501
121
$18.6K 0.02%
40
122
$18.1K 0.02%
82
-5
123
$17.8K 0.02%
100
124
$17.5K 0.01%
196
125
$17.3K 0.01%
432
3 4
5
6 7