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
$123M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.14M
3
+$1.95M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.41M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.31M

Top Sells

1
+$1.91M
2
+$574K
3
+$557K
4
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$388K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$362K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 2.23%
3 Materials 1.58%
4 Healthcare 1.15%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,936
52
– –
-16,986
53
– –
-5,803
54
– –
-2,451
55
– –
-10,392
56
– –
-3,640
57
– –
-3,774
1 2
3