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EL
EWA LLC Portfolio holdings
AUM
$548M
1-Year Est. Return
35.14%
This Fund
S&P 500
This Quarter
Est. Return
+11.57%
1 Year Est. Return
+35.14%
3 Year Est. Return
+102.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$223M
AUM Growth
+$17.5M
(+8.6%)
Cap. Flow
+$5.07M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
168
New
25
Increased
54
Reduced
66
Closed
21
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$27.9M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$21.6M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
+$20.8M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$10.5M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$7.57M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$21.6M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$16.6M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.7M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.84M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$8.13M |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Consumer Discretionary | 2.82% |
| 3 | Financials | 2.1% |
| 4 | Communication Services | 1.74% |
| 5 | Healthcare | 1.46% |
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