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
$113M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$4.19M
2 +$3.5M
3 +$3.48M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.92M

Sector Composition

1 Consumer Staples 2.39%
2 Industrials 1.24%
3 Consumer Discretionary 1.09%
4 Technology 1.06%
5 Utilities 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,381
102
-6,649