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
$174M
AUM Growth
+$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$502K
3
+$487K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$234K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$210K

Top Sells

1
+$962K
2
+$349K
3
+$270K
4
ABBV icon
AbbVie
ABBV
+$197K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$160K

Sector Composition

1 Technology 12.98%
2 Healthcare 7.38%
3 Financials 6.86%
4 Consumer Staples 6.07%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.17%
4,647
-1,109
102
$290K 0.17%
1,000
103
$274K 0.16%
422
-10
104
$271K 0.16%
940
105
$259K 0.15%
7,212
106
$256K 0.15%
2,009
+55
107
$246K 0.14%
1,413
108
$246K 0.14%
3,270
109
$234K 0.13%
+3,737
110
$227K 0.13%
3,555
111
$223K 0.13%
8,289
-393
112
$209K 0.12%
+1,182
1 2 3 4
5