EWP

Equity Wealth Partners Portfolio holdings

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

Top Buys

1
+$10.7M
2
+$8.54M
3
+$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
76
$232K 0.19%
+779
77
$232K 0.19%
+774
78
$227K 0.18%
+561
79
$208K 0.17%
+468
80
$37.1K 0.03%
+10,087
1 2 3
4