SW

Simplicity Wealth Portfolio holdings

AUM $2.4B
1-Year Est. Return 17.82%
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 1.81%
2 Technology 0.9%
3 Industrials 0.89%
4 Consumer Discretionary 0.82%
5 Utilities 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,273
77
-5,900
78
-7,790
79
-401