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EWA

Emergent Wealth Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.27M
3
+$1.66M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.32M

Top Sells

1
+$3.36M
2
+$1.76M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.28M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.28M

Sector Composition

1 Technology 4.74%
2 Healthcare 2%
3 Materials 1.52%
4 Consumer Discretionary 1.41%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.18%
+10,021
102
$200K 0.17%
2,610
-62
103
$147K 0.13%
13,265
-9,787
104
$99.8K 0.09%
16,500
-25,500
105
– –
-5,165
106
– –
-11,700
107
– –
-4,800
108
– –
-5,980
109
– –
-10,642
110
– –
-15,750
111
– –
-15,000
112
– –
-25,325
113
– –
-2,361
114
– –
-11,350
115
– –
-21,100
116
– –
-17,874
117
– –
-15,494
118
– –
-22,670
119
– –
-18,005
120
– –
-16,299
121
– –
-61,469
122
– –
-11,100
123
– –
-3,850
124
– –
-4,465
125
– –
-26,903
2 3 4
5
6