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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
$124M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$759K
3
+$484K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$461K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$370K

Top Sells

1
+$1.1M
2
+$666K
3
+$605K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$604K
5
PM icon
Philip Morris
PM
+$524K

Sector Composition

1 Consumer Staples 1.02%
2 Consumer Discretionary 0.49%
3 Industrials 0.46%
4 Technology 0.43%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.37K 0.01%
200
127
$9.33K 0.01%
300
128
$7.56K 0.01%
102
129
$7.24K 0.01%
150
130
$7K 0.01%
400
131
$6.86K 0.01%
56
-149
132
$6.32K 0.01%
66
-108
133
$6.22K 0.01%
75
134
$6.02K ﹤0.01%
325
135
$5.3K ﹤0.01%
200
-144
136
$5.08K ﹤0.01%
75
137
$4.65K ﹤0.01%
100
138
$4.48K ﹤0.01%
27
139
$4.15K ﹤0.01%
400
140
$4.08K ﹤0.01%
100
141
$3.93K ﹤0.01%
40
-71
142
$3.21K ﹤0.01%
700
143
$2.93K ﹤0.01%
60
144
$2.24K ﹤0.01%
100
145
$2.2K ﹤0.01%
85
146
$2.17K ﹤0.01%
189
147
$1.97K ﹤0.01%
125
148
$1.29K ﹤0.01%
17
149
$1.24K ﹤0.01%
250
150
$882 ﹤0.01%
21
4 5
6
7 8