We are live on ! Find out more
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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.1K 0.01%
174
127
$15.8K 0.01%
+594
128
$15.7K 0.01%
160
129
$15.7K 0.01%
+54
130
$15.5K 0.01%
+142
131
$15.5K 0.01%
+252
132
$15K 0.01%
59
133
$14.2K 0.01%
461
+327
134
$13.3K 0.01%
36
135
$12.9K 0.01%
+32
136
$12.4K 0.01%
310
+141
137
$11.3K 0.01%
+1,775
138
$11.3K 0.01%
100
139
$11.3K 0.01%
211
140
$10.9K 0.01%
38
141
$10.9K 0.01%
250
+200
142
$10.6K 0.01%
70
143
$10.4K 0.01%
448
+85
144
$9.99K 0.01%
122
145
$9.89K 0.01%
+383
146
$9.8K 0.01%
+73
147
$9.43K 0.01%
+85
148
$8K 0.01%
62
149
$7.9K 0.01%
55
150
$7.63K 0.01%
+210
3 4 5
6
7