EWP
Equity Wealth Partners Portfolio holdings
AUM
$123M
1 Year Est. Return
–
AUM
$123M
AUM Growth
–
Holding
80
Top Buys
| 1 | +$10.9M | |
| 2 | +$8.88M | |
| 3 | +$8.37M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$5.17M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$5.16M |
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 | |
|---|---|---|---|---|---|---|
76
Veeva Systems
VEEV
$39.5B
| $232K | 0.19% |
+779
|
|
||
77
Zscaler
ZS
$40.1B
| $232K | 0.19% |
+774
|
|
||
78
Home Depot
HD
$355B
| $227K | 0.18% |
+561
|
|
||
79
Tesla
TSLA
$1.43T
| $208K | 0.17% |
+468
|
|
||
80
The Honest Company
HNST
$301M
| $37.1K | 0.03% |
+10,087
|
|