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EWP

Equity Wealth Partners Portfolio holdings

AUM $155M
This Fund
S&P 500
This Quarter Est. Return
+6.44%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow %
97.17%
Top 10 Hldgs %
49.7%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
+$10.7M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.54M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.91M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$4.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.25%
2 Financials 3.51%
3 Consumer Discretionary 3.3%
4 Communication Services 1.52%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMUB icon
26
JPMorgan Municipal ETF
JMUB
$8.09B
$1.37M 1.11%
+27,102
New +$1.35M
PLTR icon
27
Palantir
PLTR
$312B
$1.34M 1.08%
+7,321
New +$1.19M
FRDM icon
28
Freedom 100 Emerging Markets ETF
FRDM
$3.31B
$1.3M 1.06%
+29,396
New +$1.23M
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.14M 0.93%
+9,610
New +$1.11M
NXST icon
30
Nexstar Media Group
NXST
$5.36B
$1.1M 0.89%
+5,569
New +$1.09M
AXON
31
Axon Enterprise
AXON
$44.1B
$1.09M 0.88%
+1,517
New +$1.15M
IVV icon
32
iShares Core S&P 500 ETF
IVV
$888B
$1.08M 0.87%
+1,609
New +$1.04M
MELI icon
33
Mercado Libre
MELI
$94.7B
$1.07M 0.87%
+459
New +$1.1M
AMZN icon
34
Amazon
AMZN
$2.66T
$1.02M 0.83%
+4,631
New +$1.05M
AAPL icon
35
Apple
AAPL
$4.66T
$1M 0.81%
+3,929
New +$888K
VCLT icon
36
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.93B
$978K 0.79%
+12,594
New +$958K
JAAA icon
37
Janus Henderson AAA CLO ETF
JAAA
$29B
$920K 0.75%
+18,121
New +$918K
COWZ icon
38
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$915K 0.74%
+15,914
New +$904K
SHOP icon
39
Shopify
SHOP
$162B
$912K 0.74%
+6,140
New +$832K
RECS icon
40
Columbia Research Enhanced Core ETF
RECS
$5.89B
$837K 0.68%
+20,745
New +$799K
STXF
41
Strive 500 ETF
STXF
$1.12B
$806K 0.65%
+18,666
New +$774K
TAXF icon
42
American Century Diversified Municipal Bond ETF
TAXF
$678M
$797K 0.65%
+15,858
New +$780K
SLYG icon
43
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$788K 0.64%
+8,360
New +$769K
HON icon
44
Honeywell
HON
$70.4B
$756K 0.61%
+3,809
New +$796K
BAM icon
45
Brookfield Asset Management
BAM
$74.5B
$710K 0.58%
+12,472
New +$742K
VYM icon
46
Vanguard High Dividend Yield ETF
VYM
$80.4B
$659K 0.53%
+4,675
New +$642K
BUFR icon
47
FT Vest Fund of Buffer ETFs
BUFR
$10B
$557K 0.45%
+16,678
New +$544K
BKNG icon
48
Booking.com
BKNG
$136B
$536K 0.44%
+2,475
New +$553K
AVGO icon
49
Broadcom
AVGO
$1.83T
$458K 0.37%
+1,387
New +$426K
NFLX icon
50
Netflix
NFLX
$311B
$450K 0.36%
+3,750
New +$458K
1
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