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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
$120M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$893K
3
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

1
+$363K
2
+$235K
3
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.6K 0.01%
59
127
$15.6K 0.01%
252
128
$15.3K 0.01%
604
+10
129
$15.1K 0.01%
497
+36
130
$15K 0.01%
+1,250
131
$15K 0.01%
87
+1
132
$14.8K 0.01%
54
133
$13.6K 0.01%
1,501
134
$13.3K 0.01%
100
135
$13.1K 0.01%
111
-78
136
$12.3K 0.01%
126
-158
137
$12K 0.01%
344
+34
138
$11.4K 0.01%
1,813
+38
139
$10.8K 0.01%
72
+2
140
$10.7K 0.01%
+200
141
$10.1K 0.01%
+225
142
$9.97K 0.01%
212
+1
143
$9.71K 0.01%
38
144
$9.4K 0.01%
250
145
$9.07K 0.01%
904
+407
146
$9.01K 0.01%
+100
147
$9K 0.01%
163
-185
148
$8.89K 0.01%
+300
149
$8.88K 0.01%
284
-402
150
$8.69K 0.01%
210
4 5
6
7 8