EGWAG

Elwood & Goetz Wealth Advisory Group Portfolio holdings

AUM $463M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.62%
2 Communication Services 0.62%
3 Energy 0.47%
4 Consumer Discretionary 0.26%
5 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$246K 0.26%
+1,434
27
$245K 0.26%
+6,204
28
$240K 0.25%
+4,274