SW
Simplicity Wealth Portfolio holdings
AUM
$1.73B
1-Year Est. Return
19.14%
1 Year Est. Return
+19.14%
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
Hartford Financial Services
HIG
$36.1B
| – | – |
-2,005
|
|
||
677
VanEck High Yield Muni ETF
HYD
$4.06B
| – | – |
-20,319
|
|
||
678
iShares Global Infrastructure ETF
IGF
$9.05B
| – | – |
-6,434
|
|
||
679
Ingersoll Rand
IR
$34.8B
| – | – |
-3,784
|
|
||
680
Ironwood Pharmaceuticals
IRWD
$732M
| – | – |
-30,324
|
|
||
681
Inspire Small/Mid Cap Impact ETF
ISMD
$255M
| – | – |
-6,510
|
|