EWA

Emergent Wealth Advisors Portfolio holdings

AUM $173M
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
+$3.62M
2
+$3.42M
3
+$1.67M
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
+$3.54M
2
+$1.76M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

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
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