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EWA

ERTS Wealth Advisors Portfolio holdings

AUM $314M
1-Year Est. Return 10.65%
This Fund
S&P 500
This Quarter Est. Return
-4.73%
1 Year Est. Return
+10.65%
3 Year Est. Return
+29.7%
5 Year Est. Return
+28.32%
10 Year Est. Return
AUM
$357M
AUM Growth
-$61.9M
Cap. Flow
-$42.3M
Cap. Flow %
-11.85%
Top 10 Hldgs %
78.46%
Holding
96
New
9
Increased
25
Reduced
49
Closed
8
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYV icon
1
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$59.1M 16.55%
1,416,194
-40,765
-3% -$1.68M
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$49.3M 13.8%
744,388
-10,097
-1% -$657K
GOVT icon
3
iShares US Treasury Bond ETF
GOVT
$43.9B
$34.5M 9.65%
1,383,224
-776,405
-36% -$19.9M
VOE icon
4
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$26.5M 7.42%
177,108
+31,948
+22% +$4.7M
SLYV icon
5
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.92B
$21M 5.86%
251,427
+58,993
+31% +$4.88M
VOT icon
6
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$20.7M 5.79%
92,863
+7,306
+9% +$1.61M
USHY icon
7
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$19.7M 5.53%
507,942
+19,161
+4% +$757K
IUSV icon
8
iShares Core S&P US Value ETF
IUSV
$27.1B
$17.4M 4.86%
228,871
-14,110
-6% -$1.06M
IUSG icon
9
iShares Core S&P US Growth ETF
IUSG
$31.4B
$16.3M 4.57%
154,455
-4,903
-3% -$509K
SPIB icon
10
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$15.8M 4.44%
464,050
+15,618
+3% +$547K
SLYG icon
11
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$15.3M 4.28%
182,518
+12,644
+7% +$1.07M
SUB icon
12
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.47M 1.53%
52,314
-27,649
-35% -$2.93M
AAPL icon
13
Apple
AAPL
$4.9T
$4.64M 1.3%
26,554
-1,668
-6% -$280K
MUB icon
14
iShares National Muni Bond ETF
MUB
$45.5B
$3.13M 0.88%
28,567
-2,578
-8% -$291K
SHM icon
15
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$3.07M 0.86%
+64,839
New +$3.13M
LQD icon
16
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$2.22M 0.62%
18,322
+952
+5% +$119K
HYD icon
17
VanEck High Yield Muni ETF
HYD
$4.5B
$1.94M 0.54%
33,802
-12,430
-27% -$744K
MSFT icon
18
Microsoft
MSFT
$2.93T
$1.86M 0.52%
6,048
-849
-12% -$255K
IWS icon
19
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$1.84M 0.52%
15,418
+3,114
+25% +$367K
CLX icon
20
Clorox
CLX
$11.6B
$1.54M 0.43%
11,100
-525
-5% -$80.5K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.23T
$1.47M 0.41%
10,600
+100
+1% +$13.6K
IJS icon
22
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$1.46M 0.41%
14,257
+2,793
+24% +$285K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$1.44M 0.4%
68,754
+9,130
+15% +$188K
IWP icon
24
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.37M 0.38%
13,633
+721
+6% +$71.8K
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$123B
$1.36M 0.38%
19,600
-3,176
-14% -$217K

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ERTS Wealth Advisors's Q1 2022 Portfolio in Review

As of Q1 2022, ERTS Wealth Advisors held 96 positions worth $357M, down 15% from $419M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

ERTS Wealth Advisors withdrew a net $42.3M in Q1 2022, closing 8 positions and reducing 49 holdings. Its most notable exit was Union Pacific, an estimated $1.04M position sold in full.

By sector, the portfolio is most concentrated in Technology at 1.9% of assets, up from 1.9% a quarter earlier, followed by Financials and Consumer Staples.

Against the trend, ERTS Wealth Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.07M.

  • ERTS Wealth Advisors's largest Q1 2022 buy was State Street SPDR Nuveen ICE Short Term Municipal Bond ETF: 64,839 shares worth $3.07M.
  • ERTS Wealth Advisors added most to State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022, an estimated $4.88M increase.
  • ERTS Wealth Advisors's biggest Q1 2022 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $26M.
  • ERTS Wealth Advisors fully exited Union Pacific in Q1 2022, selling an estimated $1.04M.
  • ERTS Wealth Advisors's ten largest holdings make up 78% of its $357M portfolio in Q1 2022.
  • ERTS Wealth Advisors opened 9 new positions and closed 8 in Q1 2022.
  • ERTS Wealth Advisors's portfolio value fell 15% quarter-over-quarter to $357M.

Based on ERTS Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.