EWA

ERTS Wealth Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 7.69%
This Quarter Est. Return
1 Year Est. Return
+7.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.29%
2 Financials 3.26%
3 Healthcare 2.63%
4 Energy 2.57%
5 Technology 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
+12
327
$1K ﹤0.01%
+39
328
$1K ﹤0.01%
+7
329
$0 ﹤0.01%
+23
330
$0 ﹤0.01%
+1
331
$0 ﹤0.01%
+27
332
$0 ﹤0.01%
+17
333
$0 ﹤0.01%
+19
334
$0 ﹤0.01%
+200
335
$0 ﹤0.01%
+100
336
$0 ﹤0.01%
+8
337
$0 ﹤0.01%
+3
338
$0 ﹤0.01%
+16
339
$0 ﹤0.01%
+24
340
$0 ﹤0.01%
+1
341
$0 ﹤0.01%
+29