EA

Ergawealth Advisors Portfolio holdings

AUM $222M
1-Year Est. Return 11.34%
This Quarter Est. Return
1 Year Est. Return
+11.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$2.6M
3 +$1.26M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.19M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.1M

Sector Composition

1 Technology 3.92%
2 Financials 1.22%
3 Healthcare 0.9%
4 Materials 0.8%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAMC icon
76
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$60.3M
-12,986
VEA icon
77
Vanguard FTSE Developed Markets ETF
VEA
$178B
-5,198
VOO icon
78
Vanguard S&P 500 ETF
VOO
$757B
-1,015