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SWP
SIMA Wealth Partners Portfolio holdings
AUM
$131M
1-Year Est. Return
14.51%
This Fund
S&P 500
1 Year Est. Return
+14.51%
AUM
$131M
AUM Growth
-$220K
(-0.17%)
Holding
133
Top Buys
| 1 | +$853K | |
| 2 | +$813K | |
| 3 | +$633K | |
| 4 |
iShares MBS ETF
MBB
|
+$590K |
| 5 |
Atlantic Union Bankshares
AUB
|
+$289K |
Top Sells
| 1 | +$670K | |
| 2 | +$419K | |
| 3 | +$320K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$115K |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$97.9K |
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
$66.4B
| $2.61K | ﹤0.01% |
95
-79
|
|
||
|
BTC
127
Grayscale Bitcoin Mini Trust ETF
BTC
$3.26B
| $1.71K | ﹤0.01% |
57
|
|
||
128
iShares Bitcoin Trust
IBIT
$46.5B
| $1.58K | ﹤0.01% |
+41
|
|
||
129
Pluri
PLUR
$22.8M
| $1.19K | ﹤0.01% |
350
|
|
||
130
Kyndryl
KD
$2.7B
| $276 | ﹤0.01% |
21
|
|
||
131
Clover Health Investments
CLOV
$2.77B
| $88 | ﹤0.01% |
50
|
|
||
132
Kraft Heinz
KHC
$30.1B
| – | – |
-30
|
|
||
133
Union Pacific
UNP
$168B
| – | – |
-170
|
|