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
$161M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 1.73%
2 Consumer Discretionary 0.88%
3 Industrials 0.82%
4 Technology 0.77%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$36.7K 0.02%
10,000
77
$9.01K 0.01%
10,000
78
-43,168
79
-10,407
80
-9,528
81
-11,751
82
-5,209
83
-2,156
84
-3,637