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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
$115M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.34M
3
+$803K
4
MBB icon
iShares MBS ETF
MBB
+$750K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$628K

Top Sells

1
+$1.06M
2
+$358K
3
+$314K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$180K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$103K

Sector Composition

1 Industrials 0.8%
2 Consumer Staples 0.76%
3 Healthcare 0.58%
4 Consumer Discretionary 0.47%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 14.76%
29,469
+2,416
2
$8.99M 7.81%
282,953
+9,377
3
$7.87M 6.84%
119,256
+9,019
4
$7.53M 6.54%
297,794
+32,126
5
$6.97M 6.05%
108,744
-5,829
6
$6.52M 5.67%
68,093
+7,940
7
$6.27M 5.44%
75,551
+18,450
8
$5.18M 4.5%
98,518
+12,175
9
$4.16M 3.61%
151,777
+8,441
10
$3.9M 3.38%
40,702
-517
11
$3.83M 3.33%
72,477
-3,530
12
$3.51M 3.05%
17,793
-78
13
$3.01M 2.61%
122,908
+7,654
14
$2.84M 2.47%
53,957
+1,363
15
$2.26M 1.96%
41,317
+2,927
16
$2.04M 1.77%
76,098
-1,020
17
$1.99M 1.73%
11,412
-546
18
$1.96M 1.7%
25,122
-29
19
$1.34M 1.17%
7,082
-5,800
20
$1.19M 1.03%
42,804
-300
21
$1.18M 1.03%
45,380
-560
22
$998K 0.87%
9,184
+166
23
$785K 0.68%
6,716
-2,782
24
$686K 0.6%
11,011
-129
25
$635K 0.55%
8,964
+5
1
2 3 4 5