EWA
ERTS Wealth Advisors Portfolio holdings
AUM
$290M
1-Year Return
9.8%
This Quarter Return
+10.4%
1 Year Return
+9.8%
3 Year Return
+34%
5 Year Return
+53.22%
10 Year Return
–
AUM
$168M
AUM Growth
+$28.4M
(+20%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
8.85%
Top 10 Holdings %
Top 10 Hldgs %
68.84%
Holding
342
New
1
Increased
53
Reduced
25
Closed
257
Top Buys
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$2.63M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.39M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.34M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$782K |
| 5 |
iShares Select Dividend ETF
DVY
|
$434K |
Sector Composition
| 1 | Consumer Staples | 3.66% |
| 2 | Financials | 2.38% |
| 3 | Energy | 2.29% |
| 4 | Technology | 2.15% |
| 5 | Healthcare | 1.8% |
