EWL
Emissary Wealth LLC Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
–
Holding
59
Top Buys
| 1 | +$11.1M | |
| 2 | +$8.98M | |
| 3 | +$6.8M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$5.7M |
| 5 |
Amazon
AMZN
|
+$5.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.81% |
| 2 | Communication Services | 8.61% |
| 3 | Industrials | 8.19% |
| 4 | Financials | 7.54% |
| 5 | Consumer Discretionary | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dow Inc
DOW
$22.8B
| $295K | 0.25% |
+12,613
|
|
||
52
Vanguard Information Technology ETF
VGT
$111B
| $278K | 0.23% |
+369
|
|
||
53
Vanguard Mega Cap Growth ETF
MGK
$30.9B
| $269K | 0.23% |
+652
|
|
||
54
Qualcomm
QCOM
$147B
| $269K | 0.23% |
+1,571
|
|
||
55
Bank of New York Mellon
BK
$85.6B
| $236K | 0.2% |
+2,029
|
|
||
56
Red Cat Holdings
RCAT
$1.51B
| $221K | 0.19% |
+27,828
|
|
||
57
Eli Lilly
LLY
$947B
| $206K | 0.17% |
+192
|
|
||
58
Vera Bradley
VRA
$70.7M
| $50.8K | 0.04% |
+21,008
|
|
||
|
AMZE
59
Amaze Holdings
AMZE
$7.45M
| $8.93K | 0.01% |
+23,500
|
|