EWA
Etesian Wealth Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+2.17%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+2.1%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
33.91%
Holding
118
New
6
Increased
26
Reduced
61
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.69M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.17M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$972K |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
$723K |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$595K |
Top Sells
Sector Composition
| 1 | Technology | 13.94% |
| 2 | Healthcare | 6.83% |
| 3 | Financials | 6.5% |
| 4 | Consumer Staples | 6.26% |
| 5 | Consumer Discretionary | 5.51% |
