SW

Simplicity Wealth Portfolio holdings

AUM $1.73B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
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

Top Buys

1
+$1.58M
2
+$953K
3
+$890K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$881K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$765K

Top Sells

1
+$1.57M
2
+$1.17M
3
+$1.05M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$818K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$563K

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
– –
-3,637
79
– –
-2,156
80
– –
-5,209
81
– –
-11,751
82
– –
-9,528
83
– –
-10,407
84
– –
-43,168
1 2 3
4