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EWP
E-Wealth Partners Portfolio holdings
AUM
$123M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$123M
AUM Growth
+$4.38M
(+3.7%)
Holding
59
Top Buys
| 1 | +$1.46M | |
| 2 | +$612K | |
| 3 | +$595K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$503K |
| 5 |
Dimensional Global Credit ETF
DGCB
|
+$482K |
Top Sells
| 1 | +$580K | |
| 2 | +$334K | |
| 3 | +$244K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$207K |
| 5 |
Eli Lilly
LLY
|
+$203K |
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Consumer Discretionary | 1.35% |
| 3 | Communication Services | 1.06% |
| 4 | Consumer Staples | 0.95% |
| 5 | Energy | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Small Cap ETF
DFAS
$15B
| $286K | 0.23% |
4,021
+769
|
|
||
52
Nike
NKE
$65.7B
| $279K | 0.23% |
+5,276
|
|
||
53
Waste Management
WM
$93.7B
| $274K | 0.22% |
1,193
+59
|
|
||
|
DFSI
54
Dimensional International Sustainability Core 1 ETF
DFSI
$1.11B
| $244K | 0.2% |
5,765
+2
|
|
||
55
Shopify
SHOP
$159B
| $232K | 0.19% |
1,957
|
|
||
56
Dimensional US Targeted Value ETF
DFAT
$14.3B
| – | – |
-9,749
|
|
||
57
IBM
IBM
$270B
| – | – |
-823
|
|
||
|
58
Eli Lilly
LLY
$1.06T
| – | – |
-189
|
|
||
|
59
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.6B
| – | – |
-4,177
|
|