EA
Enclave Advisors Portfolio holdings
AUM
$619M
This Quarter Return
+5.26%
1 Year Return
+15.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$590M
AUM Growth
–
Cap. Flow
+$590M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.97%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$89.3M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$56.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$51.3M |
| 4 |
JPMorgan Income ETF
JPIE
|
$35.7M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$27.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Energy | 3.53% |
| 3 | Consumer Staples | 3.38% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Healthcare | 1.46% |
