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
$171M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.31M
3 +$2.01M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.4M

Sector Composition

1 Consumer Staples 1.79%
2 Technology 0.78%
3 Consumer Discretionary 0.77%
4 Industrials 0.7%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,380
102
-3,462
103
-3,355
104
-965