SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
This Quarter Return
-5.18%
1 Year Return
+17.82%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-45%)
Cap. Flow
-$74.6M
Cap. Flow
% of AUM
-72.52%
Top 10 Holdings %
Top 10 Hldgs %
46.05%
Holding
72
New
12
Increased
9
Reduced
42
Closed
6
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.45M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.22M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.07M |
| 4 |
Lowe's Companies
LOW
|
$1.02M |
| 5 |
Walmart
WMT
|
$817K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$11M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$7.01M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$5.71M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.55M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$5.24M |
Sector Composition
| 1 | Consumer Staples | 2.79% |
| 2 | Industrials | 1.55% |
| 3 | Technology | 1.43% |
| 4 | Consumer Discretionary | 1.23% |
| 5 | Utilities | 0.68% |
