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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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.81K ﹤0.01%
+7
152
$1.72K ﹤0.01%
+5
153
$1.71K ﹤0.01%
+17
154
$1.7K ﹤0.01%
+24
155
$1.67K ﹤0.01%
+7
156
$1.59K ﹤0.01%
+34
157
$1.48K ﹤0.01%
+19
158
$1.45K ﹤0.01%
+250
159
$1.41K ﹤0.01%
+189
160
$1.29K ﹤0.01%
+5
161
$1.12K ﹤0.01%
+10
162
$1.09K ﹤0.01%
+7
163
$861 ﹤0.01%
+36
164
$794 ﹤0.01%
+15
165
$759 ﹤0.01%
+54
166
$438 ﹤0.01%
+17
167
$358 ﹤0.01%
+9
168
$162 ﹤0.01%
+3
169
$159 ﹤0.01%
+1
170
$141 ﹤0.01%
+2
171
$62 ﹤0.01%
+50
3 4 5 6
7