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
$169M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$3.49M
3 +$3.24M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.86M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$2.76M

Sector Composition

1 Technology 7.71%
2 Financials 2.03%
3 Real Estate 1.91%
4 Communication Services 1.83%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAI
151
iShares A.I. Innovation and Tech Active ETF
BAI
$14.6B
-7,447