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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
$120M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$893K
3
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

1
+$363K
2
+$235K
3
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.1K 0.03%
+125
102
$30.9K 0.03%
682
+250
103
$30.6K 0.03%
198
104
$30.1K 0.03%
80
105
$29.9K 0.02%
16
106
$28.8K 0.02%
362
107
$28.2K 0.02%
728
-820
108
$27.6K 0.02%
887
+9
109
$26.6K 0.02%
242
-32
110
$25.9K 0.02%
1,103
-336
111
$25.3K 0.02%
212
112
$25.1K 0.02%
886
+1
113
$24.8K 0.02%
1,122
+674
114
$24.1K 0.02%
205
-112
115
$22K 0.02%
275
116
$21K 0.02%
100
117
$20.1K 0.02%
+425
118
$19.5K 0.02%
40
119
$19.4K 0.02%
132
+70
120
$18.4K 0.02%
142
121
$17.2K 0.01%
160
122
$16.6K 0.01%
174
123
$16.4K 0.01%
82
124
$15.8K 0.01%
196
125
$15.7K 0.01%
36
3 4
5
6 7