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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
$118M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.96M
3
+$1.21M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.07M
5
PM icon
Philip Morris
PM
+$801K

Top Sells

1
+$1.07M
2
+$806K
3
+$582K
4
FMX icon
Fomento Económico Mexicano
FMX
+$367K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K

Sector Composition

1 Consumer Staples 1.39%
2 Industrials 0.81%
3 Utilities 0.68%
4 Consumer Discretionary 0.51%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 15.77%
31,519
+2,050
2
$8.72M 7.41%
99,248
+23,697
3
$8.29M 7.04%
341,104
+43,310
4
$7.7M 6.55%
263,769
-19,184
5
$6.95M 5.9%
75,782
+7,689
6
$6.88M 5.84%
136,735
+38,217
7
$6.75M 5.74%
115,443
-3,813
8
$5.85M 4.97%
92,418
-16,326
9
$4.12M 3.5%
40,572
-130
10
$3.9M 3.31%
153,733
+1,956
11
$3.61M 3.06%
70,510
-1,967
12
$3.37M 2.86%
17,648
-145
13
$2.96M 2.52%
123,163
+255
14
$2.78M 2.36%
53,692
-265
15
$2.27M 1.93%
41,587
+270
16
$1.9M 1.62%
11,238
-174
17
$1.82M 1.54%
69,678
-6,420
18
$1.73M 1.47%
24,577
-545
19
$1.19M 1.01%
42,608
-2,772
20
$1.13M 0.96%
40,710
-2,094
21
$979K 0.83%
9,188
+4
22
$925K 0.79%
7,686
+6,346
23
$669K 0.57%
10,738
-273
24
$631K 0.54%
2,684
25
$533K 0.45%
2,880
-4,202
1
2 3 4 5