EWA
Etesian Wealth Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+6.27%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+24%)
Cap. Flow
+$34.2M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
34.7%
Holding
143
New
28
Increased
48
Reduced
59
Closed
3
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.37M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.28M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.99M |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
$2.4M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$2.18M |
Top Sells
Sector Composition
| 1 | Technology | 12.13% |
| 2 | Healthcare | 5.65% |
| 3 | Financials | 5.51% |
| 4 | Consumer Staples | 5.36% |
| 5 | Consumer Discretionary | 4.81% |
