Simplicity Wealth,llc
CIK Number: 0001913243
1.29B
Market Value
315
# of Holdings
4 months
Avg. Holding Period
26.42%
Win Rate
281.63%
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... | 514.67 | -0.64% | 80.38K | -1.1% | 43.31M | 474.95 | 9.03% |
| 2 | IVV | iShares Core S&... | 562.56 | -0.64% | 52.92K | -33.49% | 31.15M | 494.49 | 6.50% |
| 3 | ERJ | Embraer S.A. | 46.38 | -0.41% | 675.4K | -0.21% | 24.77M | 25.64 | 5.17% |
| 4 | NVDA | NVIDIA Corporat... | 113.80 | -0.02% | 158.63K | -22.05% | 21.3M | 89.51 | 4.44% |
| 5 | FYT | First Trust Sma... | 47.07 | -0.62% | 290.15K | +0.22% | 15.96M | 53.62 | 3.33% |
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- Up to 30 years financial history
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