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
151
$2.17K ﹤0.01%
+85
152
$1.99K ﹤0.01%
+20
153
$1.93K ﹤0.01%
+10
154
$1.6K ﹤0.01%
+65
155
$1.57K ﹤0.01%
+350
156
$1.52K ﹤0.01%
+17
157
$1.09K ﹤0.01%
+7
158
$977 ﹤0.01%
+13
159
$872 ﹤0.01%
+32
160
$861 ﹤0.01%
+35
161
$782 ﹤0.01%
+30
162
$631 ﹤0.01%
+21
163
$372 ﹤0.01%
+10
164
$201 ﹤0.01%
+1
165
$153 ﹤0.01%
+50
3 4 5 6
7