EWP
E-Wealth Partners Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
–
Holding
57
Top Buys
| 1 | +$27.2M | |
| 2 | +$9.41M | |
| 3 | +$8.21M | |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
+$6.76M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$6.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.38% |
| 2 | Consumer Discretionary | 1.29% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Staples | 0.58% |
| 5 | Healthcare | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$2T
| $278K | 0.23% |
+804
|
|
||
52
Waste Management
WM
$86.5B
| $249K | 0.21% |
+1,134
|
|
||
53
Dimensional International Sustainability Core 1 ETF
DFSI
$1.09B
| $247K | 0.21% |
+5,763
|
|
||
54
IBM
IBM
$236B
| $244K | 0.2% |
+823
|
|
||
55
Dimensional US Small Cap ETF
DFAS
$14.4B
| $227K | 0.19% |
+3,252
|
|
||
56
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.9B
| $207K | 0.17% |
+4,177
|
|
||
57
Eli Lilly
LLY
$949B
| $203K | 0.17% |
+189
|
|