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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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.78K 0.01%
+210
127
$8.97K 0.01%
+169
128
$8.56K 0.01%
+122
129
$7.73K 0.01%
+360
130
$7.69K 0.01%
+171
131
$6.45K 0.01%
+102
132
$6.39K 0.01%
+150
133
$6.34K 0.01%
+62
134
$6.06K 0.01%
+483
135
$6K 0.01%
+75
136
$4.7K ﹤0.01%
+123
137
$4.38K ﹤0.01%
+31
138
$4.32K ﹤0.01%
+134
139
$4.32K ﹤0.01%
+46
140
$3.7K ﹤0.01%
+19
141
$3.58K ﹤0.01%
+15
142
$3.42K ﹤0.01%
+72
143
$3.22K ﹤0.01%
+26
144
$2.61K ﹤0.01%
+22
145
$2.36K ﹤0.01%
+3
146
$2.3K ﹤0.01%
+9
147
$2.16K ﹤0.01%
+40
148
$2.13K ﹤0.01%
+27
149
$1.98K ﹤0.01%
+13
150
$1.9K ﹤0.01%
+8
3 4 5
6
7