Portfolio (Quarterly)
Guide ↗
SIMA Wealth Partners, LLC
· CIK 0002135539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 7,679.0 | $325K | 0.23% | NEW | — | $42.31 | -3.9% |
| 2 | YUM | YUM BRANDS INC | Consumer Cyclical | 75.0 | $12K | 0.01% | NEW | — | $159.87 | -3.8% |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 41.0 | $1K | 0.00% | NEW | — | $33.29 | +31.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
27.3%
Technology
20.8%
Financial Services
16.3%
Consumer Cyclical
13.6%
Healthcare
9.9%
Industrials
8.8%
Communication Services
1.8%
Energy
0.8%
Utilities
0.7%