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
$146M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.91M
3
+$1.49M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.38M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.28M

Top Sells

1
+$1.52M
2
+$335K
3
+$274K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$247K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$236K

Sector Composition

1 Technology 3.69%
2 Materials 1.52%
3 Healthcare 1.12%
4 Consumer Discretionary 1.02%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,990
52
– –
-13,809
53
– –
-7,026
1 2
3