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
Upstart Holdings
UPST
$3.62B
| – | – |
-37,197
|
|
||
677
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
| – | – |
-4,831
|
|
||
678
Vanguard Materials ETF
VAW
$2.73B
| – | – |
-2,179
|
|
||
679
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$849M
| – | – |
-7,225
|
|
||
680
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
| – | – |
-3,632
|
|
||
681
iShares MSCI USA Value Factor ETF
VLUE
$8.47B
| – | – |
-4,356
|
|