Ellevest Inc Fund Performance History & Annualized Return (2024)

Table of Contents
Ellevest Inc Holdings Map Top 50 Ellevest Inc Holdings Largest Stock Buys since Q2 2024: Largest Stock Sells since Q2 2024: Portfolio Structure Sector Allocation over time Ellevest Inc Performance History Performance vs S&P500 Performance compared to other Funds
Ellevest Inc Fund Performance History & Annualized Return (1)FundPortfolio ManagerPerformance 24Q2AUM# of HoldingsPerformance Rank Allocation
Ellevest IncEllevest Inc1.12%$1667128000 404

Ellevest Inc Holdings Map

Top 50 Ellevest Inc Holdings

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date
See Also
Ellevest Review 2024: Pros, Cons and How It Compares - NerdWalletReach your financial goals with the experts in women’s wealth.Ellevest Review 2024 | BankrateReach your financial goals while making a positive impact: Invest with Ellevest

Largest Stock Buys since Q2 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q2 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Ellevest Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

Ellevest Inc Fund Performance History & Annualized Return (2024)
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