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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
151
$8.29K 0.01%
32
152
$8.09K 0.01%
+400
153
$7.59K 0.01%
70
-3
154
$7.2K 0.01%
114
155
$6.83K 0.01%
+325
156
$6.55K 0.01%
150
157
$6.39K 0.01%
102
158
$6.13K 0.01%
75
-247
159
$5.77K ﹤0.01%
+75
160
$5.26K ﹤0.01%
85
161
$5.01K ﹤0.01%
181
162
$4.62K ﹤0.01%
+27
163
$4.52K ﹤0.01%
+100
164
$4.27K ﹤0.01%
46
165
$4.04K ﹤0.01%
+700
166
$3.92K ﹤0.01%
+100
167
$3.7K ﹤0.01%
+400
168
$3.12K ﹤0.01%
+60
169
$2.88K ﹤0.01%
5
170
$2.27K ﹤0.01%
+100
171
$2.17K ﹤0.01%
+85
172
$2.03K ﹤0.01%
189
173
$1.9K ﹤0.01%
+125
174
$1.61K ﹤0.01%
49
-54
175
$1.45K ﹤0.01%
48
4 5 6
7
8