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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
$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
151
$7.08K 0.01%
102
152
$6.5K 0.01%
+114
153
$6.27K 0.01%
150
154
$4.99K ﹤0.01%
+181
155
$4.92K ﹤0.01%
497
+7
156
$4.75K ﹤0.01%
46
157
$4.22K ﹤0.01%
+70
158
$3.8K ﹤0.01%
+51
159
$3.76K ﹤0.01%
103
-20
160
$2.93K ﹤0.01%
+5
161
$2K ﹤0.01%
189
162
$1.8K ﹤0.01%
+48
163
$1.18K ﹤0.01%
+6
164
$1.07K ﹤0.01%
250
165
$892 ﹤0.01%
+72
166
$723 ﹤0.01%
+18
167
$466 ﹤0.01%
+27
168
$425 ﹤0.01%
+5
169
$190 ﹤0.01%
1
170
$158 ﹤0.01%
50
171
$101 ﹤0.01%
+2
172
– –
-514
173
– –
-3,721
174
– –
-13
175
– –
-5
3 4 5 6
7