EWP
Equity Wealth Partners Portfolio holdings
AUM
$155M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$155M
AUM Growth
+$503K
(+0.33%)
Holding
79
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.51M | |
| 3 | +$1.2M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.16M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$523K |
Top Sells
| 1 | +$561K | |
| 2 | +$441K | |
| 3 | +$292K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$262K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$233K |
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Financials | 2.26% |
| 3 | Consumer Discretionary | 1.97% |
| 4 | Communication Services | 0.95% |
| 5 | Industrials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
The Honest Company
HNST
$385M
| $29.7K | 0.02% |
10,087
|
|
||
77
Kinsale Capital Group
KNSL
$7.03B
| – | – |
-539
|
|
||
78
Mastercard
MA
$436B
| – | – |
-392
|
|
||
79
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
| – | – |
-5,143
|
|