EWA

Etesian Wealth Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.42M
2 +$6.07M
3 +$4.5M
4
AAPL icon
Apple
AAPL
+$4.25M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.13%
2 Healthcare 9.17%
3 Financials 7.67%
4 Consumer Staples 6.88%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$244K 0.18%
+2,923
102
$224K 0.16%
+7,212
103
$219K 0.16%
+710
104
$207K 0.15%
+3,257