Fund HoldingsEWA, LLC

Total Portfolio Value
$204.91M
Total Bought
$81.63M
Total Sold
$32.32M
Net Transaction
+$49.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR
MSCI INTL QUALTY
93,062470,089+377,0273,18617,6478.61%+14,461
ISHARES TR
MSCI USA QLT FCT
40,705120,056+79,3515,60018,5259.04%+12,925
ISHARES TR067,464+67,46407,1723.50%+7,172
ISHARES TR054,257+54,25705,6802.77%+5,680
ISHARES INC
CORE MSCI EMKT
0224,305+224,305010,9335.34%+10,933
VANGUARD INDEX FDS029,029+29,02909,5584.66%+9,558
ISHARES TR06,218+6,21803,7091.81%+3,709
NVIDIA CORPORATION(NVDA)1,2066,418+5,2125874,2462.07%+3,660
MICROSOFT CORP(MSFT)2,23910,252+8,0138214,2162.06%+3,395
AMAZON COM INC(AMZN)6,76021,359+14,5999643,6701.79%+2,706
ISHARES TR109,973147,580+37,6075,4857,5613.69%+2,075
ISHARES TR
MSCI USA MMENTM
050,189+50,18908,6774.23%+8,677
ISHARES TR
CORE MSCI EAFE
0133,869+133,86909,3684.57%+9,368
ISHARES TR
MSCI USA MIN ETF
105,629115,354+9,7257,8109,2694.52%+1,458
SELECT SECTOR SPDR TR
ST STR MATER ETF
35,80541,400+5,5952,7663,4401.68%+674
META PLATFORMS INC(META)2,2032,650+4477251,2590.61%+534
SHOPIFY INC(SHOP)03,357+3,35702780.14%+278
ADVISORSHARES TR
PURE US CANN ETF
81,03981,03905518270.40%+276
FTI CONSULTING INC(FCN)01,393+1,39302680.13%+268
KAMAN CORP05,913+5,91302660.13%+266
ASML HOLDING N V
N Y REGISTRY SHS
0293+29302610.13%+261
ISHARES TR02,386+2,38602580.13%+258
INTUITIVE SURGICAL INC0670+67002570.13%+257
AMPHENOL CORP NEW02,358+2,35802440.12%+244
NETFLIX INC(NFLX)0416+41602350.11%+235
PALO ALTO NETWORKS INC(PANW)0673+67302320.11%+232
RELX PLC(RELX)05,437+5,43702280.11%+228
MONOLITHIC PWR SYS INC(MPWR)0356+35602260.11%+226
ISHARES TR0957+95702250.11%+225
SPOTIFY TECHNOLOGY S A(SPOT)0994+99402210.11%+221
ARISTA NETWORKS INC0809+80902210.11%+221
AMETEK INC01,303+1,30302180.11%+218
NETAPP INC(NTAP)02,399+2,39902110.10%+211
THOMSON REUTERS CORP.01,383+1,38302090.10%+209
STRIDE INC(LRN)03,460+3,46002080.10%+208
S&P GLOBAL INC(SPGI)0454+45402060.10%+206
MICRON TECHNOLOGY INC(MU)02,379+2,37902060.10%+206
COSTCO WHSL CORP NEW(COST)1,2191,283+647059110.44%+206
REPUBLIC SVCS INC(RSG)01,175+1,17502040.10%+204
CELESTICA INC(CLS)05,599+5,59902020.10%+202
LAM RESEARCH CORP(LRCX)0240+24002020.10%+202
MANHATTAN ASSOCIATES INC(MANH)0802+80202010.10%+201
VANGUARD INTL EQUITY INDEX F017,586+17,58601,8370.90%+1,837
ALPHABET INC(GOOG)3,4284,345+9174586240.30%+166
SALESFORCE INC(CRM)1,8501,914+643985470.27%+148
ISHARES TR3,7023,705+31,0421,1910.58%+148
COMPASS PATHWAYS PLC(CMPS)012,272+12,27201340.07%+134
XPERI INC011,986+11,98601280.06%+128
COMSTOCK RES INC(CRK)015,737+15,73701200.06%+120
ADVANCED MICRO DEVICES INC(AMD)1,7561,826+702053240.16%+119
COMPUGEN LTD72,07669,046-3,030381570.08%+119
ACCENTURE PLC IRELAND
SHS CLASS A
1,5161,564+484785830.28%+105
BUILDERS FIRSTSOURCE INC(BLDR)1,7121,734+222113130.15%+102
CHUNGHWA TELECOM CO LTD(CHT)08,464+8,46403230.16%+323
AUTOLUS THERAPEUTICS PLC18,31725,678+7,361671550.08%+88
TELEFONICA S A(TEFOF)021,350+21,3500850.04%+85
BROADCOM INC(AVGO)295297+22793640.18%+85
AUTOLIV INC(ALV)6,4746,426-486297120.35%+84
VANGUARD INDEX FDS02,941+2,94106180.30%+618
INTUIT(INTU)620644+243304120.20%+82
JPMORGAN CHASE & CO(JPM)1,7131,882+1692503290.16%+79
AFFIMED N V0142,525+142,5250780.04%+78
INVESCO QQQ TR1,4471,453+65466230.30%+77
KNOT OFFSHORE PARTNERS LP013,097+13,0970750.04%+75
KE HLDGS INC(BEKE)14,05120,334+6,2832082810.14%+74
SPDR S&P 500 ETF TR(SPY)1,3311,334+35866590.32%+74
MITSUBISHI UFJ FINL GROUP IN(MUFG)85,53882,189-3,3497077780.38%+71
KAMADA LTD011,851+11,8510680.03%+68
JIAYIN GROUP INC012,083+12,0830640.03%+64
VISA INC(V)1,5261,560+343734320.21%+59
VANGUARD INDEX FDS02,097+2,09704620.23%+462
PROCTER AND GAMBLE CO(PG)1,7552,040+2852683230.16%+55
AKAMAI TECHNOLOGIES INC(AKAM)2,3772,556+1792643180.16%+54
BANCO SANTANDER S.A.(SAN)012,589+12,5890530.03%+53
VANGUARD INDEX FDS1,6921,697+53684160.20%+48
ADOBE INC(ADBE)633663+303744210.21%+47
ELI LILLY & CO(LLY)806807+14945390.26%+45
DESCARTES SYS GROUP INC(DSGX)03,196+3,19602840.14%+284
MASTERCARD INCORPORATED(MA)515529+142032440.12%+41
ADVISORSHARES TR(Call)
PURE US CANN ETF
45,00022,500-22,5004989+40
BERKSHIRE HATHAWAY INC DEL96996903393790.18%+39
VERISK ANALYTICS INC(VRSK)8821,005+1232102490.12%+39
CGI INC(GIB)2,4422,441-12452830.14%+38
WALMART INC(WMT)1,7591,962+2032953330.16%+38
MURPHY USA INC(MUSA)544668+1242022390.12%+37
ISHARES TR2,0802,08002352710.13%+36
VANGUARD STAR FDS8,3088,432+1244464810.23%+35
VANGUARD WORLD FD1,7001,707+72683030.15%+35
GLOBUS MARITIME LIMITED NEW
COM NEW
015,523+15,5230350.02%+35
BROADRIDGE FINL SOLUTIONS IN(BR)1,3261,340+142362700.13%+35
NOVO-NORDISK A S(NVO)2,4522,458+62472790.14%+32
APPLE INC(AAPL)8,3838,510+1271,5491,5820.77%+32
RAMBUS INC DEL(RMBS)3,9894,083+942502810.14%+31
SUMITOMO MITSUI FINL GROUP I(SMFG)22,32822,744+4162072370.12%+30
ISHARES TR1,6441,656+122472760.13%+29
NAAS TECHNOLOGY INC018,248+18,2480290.01%+29
VANGUARD INDEX FDS1,7311,741+102382650.13%+27
CADENCE DESIGN SYSTEM INC(CDNS)764768+42022280.11%+26
AFYA LTD(AFYA)11,46311,256-2072022260.11%+24
MOTOROLA SOLUTIONS INC(MSI)1,0481,062+143253480.17%+23
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