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
51
$214K 0.19%
+2,716
52
$212K 0.19%
+4,000