EWP
Equity Wealth Partners Portfolio holdings
AUM
$154M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$154M
AUM Growth
+$31M
(+25%)
Holding
83
Top Buys
| 1 | +$6.2M | |
| 2 | +$5.74M | |
| 3 | +$5.72M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$3.57M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$3.47M |
Top Sells
| 1 | +$1.16M | |
| 2 | +$458K | |
| 3 | +$380K | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$373K |
| 5 |
American Century Diversified Corporate Bond ETF
KORP
|
+$344K |
Sector Composition
| 1 | Technology | 4.89% |
| 2 | Financials | 2.79% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Communication Services | 1.18% |
| 5 | Industrials | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard ESG US Stock ETF
ESGV
$11.7B
| $213K | 0.14% |
+1,764
|
|
||
77
Kinsale Capital Group
KNSL
$9.07B
| $211K | 0.14% |
539
-36
|
|
||
78
The Honest Company
HNST
$313M
| $26K | 0.02% |
10,087
|
|
||
|
79
American Century Diversified Corporate Bond ETF
KORP
$735M
| – | – |
-7,220
|
|
||
80
Tesla
TSLA
$1.51T
| – | – |
-468
|
|
||
81
Veeva Systems
VEEV
$29.9B
| – | – |
-779
|
|
||
82
Zscaler
ZS
$23.4B
| – | – |
-774
|
|
||
83
Home Depot
HD
$379B
| – | – |
-561
|
|