SW

Simplicity Wealth Portfolio holdings

AUM $1.73B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1 +$72.4M
2 +$48.3M
3 +$32.1M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$31.9M
5
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$26.9M

Top Sells

1 +$8.15M
2 +$6.52M
3 +$5.03M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$4.62M
5
HOOD icon
Robinhood
HOOD
+$4.42M

Sector Composition

1 Technology 9.66%
2 Financials 4.23%
3 Industrials 3.83%
4 Consumer Staples 3.29%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DVY icon
476
iShares Select Dividend ETF
DVY
$20.7B
$459K 0.02%
3,454
+637
BMY icon
477
Bristol-Myers Squibb
BMY
$99B
$459K 0.02%
9,908
+5,556
SHW icon
478
Sherwin-Williams
SHW
$84B
$458K 0.02%
+1,334
PAVE icon
479
Global X US Infrastructure Development ETF
PAVE
$9.48B
$452K 0.02%
10,380
+4,294
ANET icon
480
Arista Networks
ANET
$164B
$451K 0.02%
+4,404
BILS icon
481
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$446K 0.02%
4,483
-5,745
ROAD icon
482
Construction Partners
ROAD
$5.95B
$443K 0.02%
4,169
-40
TMUS icon
483
T-Mobile US
TMUS
$240B
$443K 0.02%
1,858
+1,003
SECT icon
484
Main Sector Rotation ETF
SECT
$2.33B
$441K 0.02%
7,598
HIMU
485
iShares High Yield Muni Active ETF
HIMU
$2.16B
$439K 0.02%
+9,038
BEN icon
486
Franklin Resources
BEN
$11.6B
$435K 0.02%
+18,258
HLN icon
487
Haleon
HLN
$44.1B
$435K 0.02%
41,946
+26,464
CHT icon
488
Chunghwa Telecom
CHT
$32.9B
$433K 0.02%
+9,294
O icon
489
Realty Income
O
$52.1B
$433K 0.02%
+7,512
VST icon
490
Vistra
VST
$58.1B
$432K 0.02%
+2,230
BIIB icon
491
Biogen
BIIB
$24.2B
$430K 0.02%
+3,424
CAH icon
492
Cardinal Health
CAH
$49B
$425K 0.02%
+2,530
MRVL icon
493
Marvell Technology
MRVL
$75.5B
$425K 0.02%
+5,486
UAPR icon
494
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$421K 0.02%
+13,456
CMG icon
495
Chipotle Mexican Grill
CMG
$41.5B
$421K 0.02%
+7,492
OMFL icon
496
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.96B
$416K 0.02%
7,204
+2,736
TD icon
497
Toronto Dominion Bank
TD
$139B
$415K 0.02%
+5,652
AMT icon
498
American Tower
AMT
$84.8B
$415K 0.02%
+1,876
ING icon
499
ING
ING
$76.2B
$412K 0.02%
+18,858
FERG icon
500
Ferguson
FERG
$48.8B
$410K 0.02%
+1,881