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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 837.28%
5.55%
$59.884M
629,361 shares@ $95.15 avg price
IVVIshares Tr
Recent Activity
Decreased -26.12%
4.26%
$45.895M
79,566 shares@ $576.82 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -26.77%
3.98%
$42.884M
81,271 shares@ $527.67 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Increased 874.69%
3.31%
$35.649M
838,605 shares@ $42.52 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 1002.28%
2.31%
$24.831M
370,453 shares@ $67.03 avg price
NVDANvidia Corporation
Recent Activity
Decreased -70.05%
2.29%
$24.714M
203,504 shares@ $121.45 avg price
ERJEmbraer S.a.
Recent Activity
Decreased -0.51%
2.22%
$23.938M
676,800 shares@ $35.37 avg price
AVSFAmerican Centy Etf Tr
Recent Activity
Increased 765.53%
2.09%
$22.466M
476,671 shares@ $47.14 avg price
IUSBIshares Tr
Recent Activity
Increased 30.6%
2.01%
$21.651M
459,476 shares@ $47.13 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -49.51%
1.68%
$18.045M
526,246 shares@ $34.3 avg price