SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
This Quarter Return
-10.66%
1 Year Return
+17.82%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$68.5M
AUM Growth
+$68.5M
(-33%)
Cap. Flow
-$21.4M
Cap. Flow
% of AUM
-31.23%
Top 10 Holdings %
Top 10 Hldgs %
48.66%
Holding
67
New
1
Increased
7
Reduced
40
Closed
14
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.26M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.88M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$1.87M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.72M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$1.64M |
Sector Composition
| 1 | Consumer Staples | 3.64% |
| 2 | Technology | 1.41% |
| 3 | Consumer Discretionary | 1.29% |
| 4 | Utilities | 1% |
| 5 | Industrials | 0.94% |
