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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
CGXUCapital Group Intl Focus Eqt
Recent Activity
Exited
0%
$15.12M
587,858 shares@ $25.72 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$14.777M
14,060 shares@ $1051.04 avg price
SYKStryker Corporation
Recent Activity
Exited
0%
$14.761M
43,384 shares@ $340.26 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$13.504M
42,031 shares@ $321.28 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$13.416M
22,972 shares@ $584.03 avg price
CORCencora Inc
Recent Activity
Exited
0%
$12.52M
55,568 shares@ $225.31 avg price
BONDPimco Etf Tr
Recent Activity
Exited
0%
$11.592M
127,269 shares@ $91.08 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Exited
0%
$11.221M
381,135 shares@ $29.44 avg price
IVOLKraneshares Trust
Recent Activity
Exited
0%
$10.253M
553,931 shares@ $18.51 avg price
KWEBKraneshares Trust
Recent Activity
Exited
0%
$9.708M
359,299 shares@ $27.02 avg price