SW
Simplicity Wealth Portfolio holdings
AUM
$2.4B
This Quarter Return
+5.59%
1 Year Return
+17.82%
3 Year Return
+54.52%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.05%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$17.2M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$15.9M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$10.9M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$8.65M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$8.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Utilities | 0.36% |
| 3 | Consumer Staples | 0.16% |
| 4 | Consumer Discretionary | 0.13% |
