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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
1
$18.6M 15.41%
33,032
+1,513
2
$8.55M 7.1%
106,441
+7,193
3
$8.21M 6.82%
262,870
-899
4
$8.11M 6.73%
326,266
-14,838
5
$7.96M 6.61%
124,905
+9,462
6
$7.89M 6.55%
154,395
+17,660
7
$7.48M 6.21%
79,748
+3,966
8
$6.08M 5.05%
95,686
+3,268
9
$4.15M 3.45%
160,319
+6,586
10
$4.03M 3.34%
78,839
+8,329
11
$3.76M 3.12%
40,506
-66
12
$3.32M 2.76%
17,430
-218
13
$3.26M 2.71%
134,137
+10,974
14
$2.62M 2.17%
49,967
-3,725
15
$2.11M 1.75%
41,195
-392
16
$1.94M 1.61%
11,238
17
$1.79M 1.48%
67,240
-2,438
18
$1.62M 1.35%
21,432
-3,145
19
$1.23M 1.02%
7,721
+35
20
$1.02M 0.85%
40,668
-1,940
21
$1M 0.83%
38,290
-2,420
22
$968K 0.8%
9,184
-4
23
$615K 0.51%
10,539
-199
24
$566K 0.47%
2,684
25
$542K 0.45%
2,880
1
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