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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
176
$1.29K ﹤0.01%
+17
177
$1.07K ﹤0.01%
250
178
$779 ﹤0.01%
18
179
$660 ﹤0.01%
+21
180
$632 ﹤0.01%
72
181
$452 ﹤0.01%
5
182
$348 ﹤0.01%
27
183
$182 ﹤0.01%
1
184
$180 ﹤0.01%
50
185
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186
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-6
187
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188
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189
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190
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191
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192
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4 5 6 7
8