SWP
SIMA Wealth Partners Portfolio holdings
AUM
$131M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$131M
AUM Growth
–
Holding
131
Top Buys
| 1 | +$19.4M | |
| 2 | +$10.6M | |
| 3 | +$10.2M | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$10M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$9.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.92% |
| 2 | Technology | 0.62% |
| 3 | Consumer Discretionary | 0.49% |
| 4 | Financials | 0.42% |
| 5 | Healthcare | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Warner Bros
WBD
$67.9B
| $2.61K | ﹤0.01% |
+95
|
|
||
|
BTC
127
Grayscale Bitcoin Mini Trust ETF
BTC
$4.11B
| $1.71K | ﹤0.01% |
+57
|
|
||
128
iShares Bitcoin Trust
IBIT
$63.4B
| $1.58K | ﹤0.01% |
+41
|
|
||
129
Pluri
PLUR
$24.8M
| $1.19K | ﹤0.01% |
+350
|
|
||
130
Kyndryl
KD
$2.72B
| $276 | ﹤0.01% |
+21
|
|
||
131
Clover Health Investments
CLOV
$1.9B
| $88 | ﹤0.01% |
+50
|
|