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ERIN MCCANN

@Simplicity Wealth,llc

Latest period2024 - Q3ReportedManaged Assets$1.08BTotal holdings494
Assets growth rate-75.6%Assets growth rate (2-Q avg)-35.08%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Simplicity Wealth,llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 494 positions.

Assets under management

The assets under management (AUM) of Simplicity Wealth,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.08B in assets, with a quarterly growth rate of -75.6% and a 2-quarter average growth rate of -35.08%. The portfolio is managed by ERIN MCCANN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EFGIshares Tr
Recent Activity
Decreased -10.78%
0.8%
$8.602M
79,908 shares@ $107.66 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -85.15%
0.8%
$8.545M
45,862 shares@ $186.33 avg price
MUBIshares Tr
Recent Activity
Decreased -20.6%
0.76%
$8.194M
75,428 shares@ $108.64 avg price
IEMGIshares Inc
Recent Activity
Decreased -24.54%
0.75%
$8.016M
139,628 shares@ $57.41 avg price
IWXIshares Tr
Recent Activity
Decreased -2.3%
0.74%
$7.936M
97,649 shares@ $81.27 avg price
IWFIshares Tr
Recent Activity
Decreased -46.06%
0.74%
$7.911M
21,075 shares@ $375.39 avg price
QUALIshares Tr
Recent Activity
Decreased -11.99%
0.73%
$7.8M
43,503 shares@ $179.31 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -21.84%
0.71%
$7.62M
202,882 shares@ $37.56 avg price
MPLXMplx Lp
Recent Activity
Decreased -15.55%
0.65%
$7.006M
157,585 shares@ $44.47 avg price
IVWIshares Tr
Recent Activity
Decreased -54.95%
0.61%
$6.482M
67,699 shares@ $95.76 avg price