SMA

Simply Money Advisors Portfolio holdings

AUM $711M
1-Year Est. Return 6.92%
This Quarter Est. Return
1 Year Est. Return
+6.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$21.4M
3
+$18.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.29M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.98M

Top Sells

1
+$22.4M
2
+$20.4M
3
+$19.5M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$17.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-645,836
27
– –
-200,364
1
2