SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
This Quarter Return
+8.44%
1 Year Return
+17.82%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+51%)
Cap. Flow
+$74.1M
Cap. Flow
% of AUM
28.68%
Top 10 Holdings %
Top 10 Hldgs %
44.46%
Holding
190
New
97
Increased
68
Reduced
13
Closed
10
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.87M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.86M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.18M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.06M |
| 5 |
Microsoft
MSFT
|
$1.38M |
Top Sells
Sector Composition
| 1 | Technology | 3.41% |
| 2 | Consumer Staples | 3.13% |
| 3 | Consumer Discretionary | 2.51% |
| 4 | Industrials | 2.31% |
| 5 | Healthcare | 1.64% |
