SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
1-Year Est. Return
17.82%
1 Year Est. Return
+17.82%
AUM
$2.4B
AUM Growth
+$1.12B
(+87%)
Holding
681
Top Buys
| 1 | +$72.4M | |
| 2 | +$48.3M | |
| 3 | +$32.1M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$31.9M |
| 5 |
Avantis US Large Cap Equity ETF
AVLC
|
+$26.9M |
Top Sells
| 1 | +$8.15M | |
| 2 | +$6.52M | |
| 3 | +$5.03M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$4.62M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Sable Offshore Corp
SOC
$1.18B
| – | – |
-13,244
|
|
||
677
Astera Labs
ALAB
$26.6B
| – | – |
-14,389
|
|
||
678
Reddit
RDDT
$36.5B
| – | – |
-20,797
|
|
||
679
Inspire 500 ETF
PTL
$491M
| – | – |
-1,021
|
|
||
|
ETH
680
Grayscale Ethereum Mini Trust ETF
ETH
$2.72B
| – | – |
-87,647
|
|
||
|
BERY
681
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-8,593
|
|