Top 50 Ergawealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | 24.02% | 2.37M | $54.3M | +12.88%(+270.13K) | $23.29(+2.41%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 13.62% | 766.3K | $30.8M | +6.62%(+47.55K) | $25.55(+81.31%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.93% | 634.0K | $27.0M | +5.19%(+31.26K) | $26.85(+78.01%) | 2026-03-31 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 10.31% | 794.1K | $23.3M | +6.01%(+45.01K) | $27.95(+11.55%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.19% | 487.6K | $16.3M | +6.49%(+29.70K) | $33.04(+20.18%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 7.18% | 422.9K | $16.2M | +7.14%(+28.19K) | $38.95(+11.60%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.48% | 166.0K | $5.6M | -0.88%(-1.48K) | $28.55(+26.52%) | 2026-03-31 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 2.43% | 174.0K | $5.5M | +5.41%(+8.93K) | $30.56(+18.37%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.94% | 64.2K | $4.4M | -1.24%(-805) | $46.49(+58.96%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.63% | 39.8K | $3.7M | -0.82%(-328) | $71.15(+29.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.42% |
| Top 20 Holdings Unweighted | +10.74% | +35.80% |
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