SWP

SIMA Wealth Partners Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$9.91M
3
+$9.15M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.95M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.88M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.89%
2 Technology 0.69%
3 Consumer Discretionary 0.48%
4 Industrials 0.42%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.1K 0.02%
+890
102
$23.3K 0.02%
+292
103
$23.2K 0.02%
+100
104
$21.5K 0.02%
+489
105
$19.7K 0.02%
+140
106
$17.9K 0.01%
+74
107
$17.2K 0.01%
+252
108
$17K 0.01%
+40
109
$16.9K 0.01%
+119
110
$16K 0.01%
+204
111
$15.3K 0.01%
+59
112
$13.4K 0.01%
+100
113
$13K 0.01%
+213
114
$12.4K 0.01%
+80
115
$12.4K 0.01%
+250
116
$12.2K 0.01%
+200
117
$12K 0.01%
+40
118
$11.6K 0.01%
+36
119
$11.6K 0.01%
+160
120
$11.2K 0.01%
+134
121
$11.1K 0.01%
+210
122
$11K 0.01%
+918
123
$10.6K 0.01%
+33
124
$9.84K 0.01%
+35
125
$9.19K 0.01%
+274
3 4
5
6 7