We are live on ! Find out more
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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.21M
3
+$6.89M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$6.76M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.81%
2 Industrials 0.79%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 14.11%
+27,053
2
$8.12M 7.74%
+273,576
3
$6.9M 6.58%
+110,237
4
$6.79M 6.47%
+114,573
5
$6.48M 6.18%
+265,668
6
$5.52M 5.27%
+60,153
7
$4.58M 4.36%
+57,101
8
$4.34M 4.13%
+86,343
9
$3.81M 3.64%
+41,219
10
$3.71M 3.54%
+143,336
11
$3.7M 3.53%
+76,007
12
$3.25M 3.1%
+17,871
13
$2.77M 2.64%
+115,254
14
$2.69M 2.57%
+52,594
15
$2.25M 2.14%
+12,882
16
$1.97M 1.88%
+38,390
17
$1.92M 1.83%
+11,958
18
$1.9M 1.82%
+77,118
19
$1.83M 1.74%
+25,151
20
$1.16M 1.1%
+45,940
21
$1.12M 1.07%
+43,104
22
$1.01M 0.97%
+9,498
23
$961K 0.92%
+9,018
24
$652K 0.62%
+11,140
25
$625K 0.6%
+10,404
1
2 3 4 5