Simplicity Wealth,llc
CIK Number: 0001913243
479.59M
Market Value
315
# of Holdings
4 months
Avg. Holding Period
26.42%
Win Rate
157.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 493.76 | -4.85% | 80.38K | -1.1% | 43.31M | 474.95 | 9.03% |
| 2 | IVV | iShares Core S&... | 539.71 | -4.85% | 52.92K | -33.49% | 31.15M | 494.49 | 6.50% |
| 3 | ERJ | Embraer S.A. | 45.13 | -1.53% | 675.4K | -0.21% | 24.77M | 25.64 | 5.17% |
| 4 | NVDA | NVIDIA Corporat... | 101.66 | -7.94% | 158.63K | -22.05% | 21.3M | 89.51 | 4.44% |
| 5 | FYT | First Trust Sma... | 47.20 | -6.27% | 290.15K | +0.22% | 15.96M | 53.62 | 3.33% |
Trade Smarter, Not Harder
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