SWP

SIMA Wealth Partners Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$9.91M
3
+$9.15M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.95M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.88M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.89%
2 Technology 0.69%
3 Consumer Discretionary 0.48%
4 Industrials 0.42%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.27K 0.01%
+102
127
$8.01K 0.01%
+150
128
$7.84K 0.01%
+501
129
$6.76K 0.01%
+11
130
$6.62K 0.01%
+155
131
$6.5K 0.01%
+95
132
$6.49K 0.01%
+23
133
$6.37K ﹤0.01%
+66
134
$6.31K ﹤0.01%
+75
135
$6.03K ﹤0.01%
+63
136
$5.64K ﹤0.01%
+255
137
$5.58K ﹤0.01%
+20
138
$5.41K ﹤0.01%
+120
139
$5.1K ﹤0.01%
+440
140
$5.07K ﹤0.01%
+108
141
$4.51K ﹤0.01%
+55
142
$4.34K ﹤0.01%
+40
143
$4.28K ﹤0.01%
+51
144
$3.79K ﹤0.01%
+39
145
$3.69K ﹤0.01%
+189
146
$2.89K ﹤0.01%
+57
147
$2.87K ﹤0.01%
+125
148
$2.77K ﹤0.01%
+30
149
$2.51K ﹤0.01%
+25
150
$2.43K ﹤0.01%
+29
3 4 5
6
7