EWA
Etesian Wealth Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+0.01%
1 Year Return
+13.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+2.4%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
36.31%
Holding
146
New
6
Increased
44
Reduced
74
Closed
5
Top Buys
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$686K |
| 2 |
VanEck Emerging Markets High Yield Bond ETF
HYEM
|
$611K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$585K |
| 4 |
Intel
INTC
|
$540K |
| 5 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$396K |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Financials | 5.81% |
| 3 | Consumer Staples | 5.09% |
| 4 | Healthcare | 4.77% |
| 5 | Consumer Discretionary | 4.64% |
