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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
$124M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$759K
3
+$484K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$461K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$370K

Top Sells

1
+$1.1M
2
+$666K
3
+$605K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$604K
5
PM icon
Philip Morris
PM
+$524K

Sector Composition

1 Consumer Staples 1.02%
2 Consumer Discretionary 0.49%
3 Industrials 0.46%
4 Technology 0.43%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.7K 0.02%
888
+2
102
$20.7K 0.02%
425
103
$20.1K 0.02%
132
104
$19.7K 0.02%
348
-397
105
$19.4K 0.02%
40
106
$18.6K 0.02%
100
107
$17.5K 0.01%
81
-1
108
$16.5K 0.01%
119
-656
109
$16.1K 0.01%
252
110
$14.7K 0.01%
59
111
$14.3K 0.01%
+197
112
$14K 0.01%
36
113
$13.6K 0.01%
100
114
$13.3K 0.01%
160
115
$12.6K 0.01%
987
-263
116
$11.3K 0.01%
112
-130
117
$11.2K 0.01%
250
118
$11.1K 0.01%
70
119
$10.5K 0.01%
213
+1
120
$10.1K 0.01%
100
121
$9.94K 0.01%
210
122
$9.89K 0.01%
912
+8
123
$9.71K 0.01%
225
124
$9.51K 0.01%
72
125
$9.43K 0.01%
33
-5
3 4
5
6 7