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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
AVSCAmerican Centy Etf Tr
Recent Activity
Increased 823.38%
0.76%
$8.164M
151,138 shares@ $54.03 avg price
SMMDIshares Tr
Recent Activity
Increased 365.93%
0.73%
$7.775M
114,791 shares@ $67.73 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Increased 74.87%
0.68%
$7.32M
151,550 shares@ $48.31 avg price
IDEVIshares Tr
Recent Activity
Increased 1.89%
0.68%
$7.236M
102,158 shares@ $70.84 avg price
GOVIInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 42.78%
0.51%
$5.453M
187,519 shares@ $29.08 avg price
DYNIEtf Opportunities Trust
Recent Activity
Increased 2.51%
0.48%
$5.157M
183,666 shares@ $28.08 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 12.91%
0.48%
$5.122M
122,852 shares@ $41.7 avg price
AGGIshares Tr
Recent Activity
Increased 478.86%
0.47%
$5.048M
49,845 shares@ $101.28 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 838.03%
0.43%
$4.538M
64,208 shares@ $70.68 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Increased 827.68%
0.31%
$3.318M
70,392 shares@ $47.14 avg price