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
$109M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$511K
2 +$214K
3 +$211K
4
XOM icon
Exxon Mobil
XOM
+$199K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$197K

Sector Composition

1 Industrials 0.61%
2 Communication Services 0.58%
3 Energy 0.3%
4 Technology 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$295K 0.27%
6,204
27
$269K 0.25%
1,404
-30
28
$252K 0.23%
4,265
-9