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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
% of AUM
97.17%
Top 10 Holdings %
Top 10 Hldgs %
49.7%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$10.7M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.54M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$7.91M |
| 4 |
Avantis International Equity ETF
AVDE
|
+$4.99M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Veeva Systems
VEEV
$31.5B
| $232K | 0.19% |
+779
| New | +$219K |
|
77
Zscaler
ZS
$24.6B
| $232K | 0.19% |
+774
| New | +$221K |
|
78
Home Depot
HD
$338B
| $227K | 0.18% |
+561
| New | +$221K |
|
79
Tesla
TSLA
$1.49T
| $208K | 0.17% |
+468
| New | +$162K |
|
80
The Honest Company
HNST
$436M
| $37.1K | 0.03% |
+10,087
| New | +$42.8K |
|
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