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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.48K 0.01%
62
127
$8.2K 0.01%
363
+3
128
$7.49K 0.01%
55
-155
129
$6.88K 0.01%
150
130
$6.62K 0.01%
102
131
$6.28K 0.01%
75
132
$5.17K ﹤0.01%
490
+7
133
$4.71K ﹤0.01%
134
134
$4.44K ﹤0.01%
46
135
$4.15K ﹤0.01%
123
136
$2.17K ﹤0.01%
13
137
$2.15K ﹤0.01%
+50
138
$1.56K ﹤0.01%
189
139
$1.51K ﹤0.01%
250
140
$1.29K ﹤0.01%
5
141
$182 ﹤0.01%
1
142
$141 ﹤0.01%
50
143
– –
-15
144
– –
-313
145
– –
-219
146
– –
-19
147
– –
-40
148
– –
-171
149
– –
-19
150
– –
-17
3 4 5
6
7