EWA
Emergent Wealth Advisors Portfolio holdings
AUM
$178M
1-Year Est. Return
17.72%
This Fund
S&P 500
1 Year Est. Return
+17.72%
AUM
$173M
AUM Growth
+$15.9M
(+10%)
Holding
129
Top Buys
| 1 | +$1.73M | |
| 2 | +$754K | |
| 3 | +$618K | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$470K |
| 5 |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
|
+$469K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$1.02M | |
| 3 | +$514K | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$278K |
| 5 |
Pfizer
PFE
|
+$229K |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Communication Services | 2.01% |
| 3 | Real Estate | 1.97% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Financials | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Pfizer
PFE
$148B
| – | – |
-9,435
|
|
||
127
Walt Disney
DIS
$198B
| – | – |
-1,711
|
|
||
128
CAVA Group
CAVA
$7.31B
| – | – |
-11,884
|
|
||
129
Ares Capital
ARCC
$14.5B
| – | – |
-9,667
|
|