SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
1-Year Est. Return
17.82%
1 Year Est. Return
+17.82%
AUM
$1.29B
AUM Growth
+$807M
(+168%)
Holding
607
Top Buys
| 1 | +$59.3M | |
| 2 | +$42.7M | |
| 3 | +$28.9M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$25.9M |
| 5 |
Avantis US Large Cap Equity ETF
AVLC
|
+$21.7M |
Top Sells
| 1 | +$16M | |
| 2 | +$7.79M | |
| 3 | +$4.96M | |
| 4 |
IDX Dynamic Fixed Income ETF
DYFI
|
+$3.93M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$3.44M |
Sector Composition
| 1 | Technology | 8.73% |
| 2 | Industrials | 4.52% |
| 3 | Financials | 4.18% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Consumer Staples | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| – | – |
-13,193
|
|
||
602
Schwab US Broad Market ETF
SCHB
$37.2B
| – | – |
-11,801
|
|
||
603
Schwab US Mid-Cap ETF
SCHM
$13.4B
| – | – |
-9,158
|
|
||
604
ProShares UltraShort S&P500
SDS
$475M
| – | – |
-36,500
|
|
||
605
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
| – | – |
-2,170
|
|
||
606
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| – | – |
-4,961
|
|
||
607
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| – | – |
-18,746
|
|