EA

Ergawealth Advisors Portfolio holdings

AUM $215M
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.7M
3
+$9.81M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$9.21M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.1%
2 Consumer Discretionary 2.14%
3 Materials 1.79%
4 Healthcare 1.34%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$455K 0.41%
+4,144
27
$435K 0.39%
+2,823
28
$424K 0.38%
+12,800
29
$366K 0.33%
+9,000
30
$362K 0.33%
+2,942
31
$362K 0.33%
+10,077
32
$359K 0.33%
+9,207
33
$341K 0.31%
+13,936
34
$290K 0.26%
+16,986
35
$282K 0.26%
+2,000
36
$267K 0.24%
+5,778
37
$264K 0.24%
+5,581
38
$264K 0.24%
+6,813
39
$256K 0.23%
+10,392
40
$242K 0.22%
+10,881
41
$238K 0.22%
+4,733
42
$238K 0.22%
+650
43
$238K 0.22%
+5,803
44
$233K 0.21%
+5,684
45
$228K 0.21%
+1,276
46
$226K 0.2%
+2,693
47
$222K 0.2%
+3,640
48
$220K 0.2%
+4,100
49
$217K 0.2%
+3,774
50
$214K 0.19%
+2,451
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