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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
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30
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1
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