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
$168M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.03M
3
+$3.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.58M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.66M

Top Sells

1
+$2.63M
2
+$1.39M
3
+$1.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$782K
5
DVY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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