EWL

Expressive Wealth LLC Portfolio holdings

AUM $92.6M
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
$92.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$4.43M
2 +$4.08M
3 +$3.89M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.67%
2 Financials 10.61%
3 Industrials 5.37%
4 Communication Services 5.23%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCD icon
76
McDonald's
MCD
$232B
$405K 0.44%
+1,326
GILD icon
77
Gilead Sciences
GILD
$188B
$399K 0.43%
+3,249
MET icon
78
MetLife
MET
$50B
$397K 0.43%
+5,034
CW icon
79
Curtiss-Wright
CW
$24.1B
$392K 0.42%
+711
TRV icon
80
Travelers Companies
TRV
$63.7B
$386K 0.42%
+1,331
NTES icon
81
NetEase
NTES
$78.2B
$380K 0.41%
+2,764
JBL icon
82
Jabil
JBL
$28.1B
$379K 0.41%
+1,660
WELL icon
83
Welltower
WELL
$135B
$378K 0.41%
+2,036
PANW icon
84
Palo Alto Networks
PANW
$116B
$377K 0.41%
+2,049
VST icon
85
Vistra
VST
$51.8B
$377K 0.41%
+2,338
CTSH icon
86
Cognizant
CTSH
$35.7B
$367K 0.4%
+4,425
NTRS icon
87
Northern Trust
NTRS
$28.8B
$365K 0.39%
+2,670
COF icon
88
Capital One
COF
$139B
$358K 0.39%
+1,477
AMD icon
89
Advanced Micro Devices
AMD
$352B
$357K 0.39%
+1,669
PNC icon
90
PNC Financial Services
PNC
$97.4B
$357K 0.38%
+1,708
ADSK icon
91
Autodesk
ADSK
$51.4B
$356K 0.38%
+1,204
MO icon
92
Altria Group
MO
$108B
$352K 0.38%
+6,104
CINF icon
93
Cincinnati Financial
CINF
$26.3B
$344K 0.37%
+2,105
HEI icon
94
HEICO Corp
HEI
$45B
$343K 0.37%
+1,059
AEM icon
95
Agnico Eagle Mines
AEM
$105B
$341K 0.37%
+2,012
CRH icon
96
CRH
CRH
$84.8B
$338K 0.36%
+2,707
EMR icon
97
Emerson Electric
EMR
$89.9B
$332K 0.36%
+2,500
MS icon
98
Morgan Stanley
MS
$289B
$326K 0.35%
+1,837
IGV icon
99
iShares Expanded Tech-Software Sector ETF
IGV
$6.14B
$318K 0.34%
+3,007
CM icon
100
Canadian Imperial Bank of Commerce
CM
$90.8B
$304K 0.33%
+3,360