EWA

Encompass Wealth Advisors Portfolio holdings

AUM $273M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.86M
3
+$1.66M
4
LNG icon
Cheniere Energy
LNG
+$1.45M
5
ACN icon
Accenture
ACN
+$1.32M

Top Sells

1
+$550K
2
+$478K
3
+$384K
4
AMGN icon
Amgen
AMGN
+$261K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$258K

Sector Composition

1 Technology 9.51%
2 Consumer Discretionary 6.23%
3 Financials 3.46%
4 Industrials 2.82%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.52%
+2,502
27
$1.91M 0.51%
10,950
28
$1.87M 0.5%
9,048
-100
29
$1.86M 0.5%
+12,070
30
$1.79M 0.48%
9,929
+94
31
$1.74M 0.46%
11,539
32
$1.68M 0.45%
8,691
+434
33
$1.63M 0.43%
6,618
34
$1.55M 0.41%
7,500
35
$1.5M 0.4%
7,300
36
$1.46M 0.39%
15,070
-900
37
$1.46M 0.39%
5,118
-918
38
$1.45M 0.39%
+8,993
39
$1.44M 0.38%
2,996
40
$1.32M 0.35%
+3,809
41
$1.3M 0.35%
3,866
42
$1.27M 0.34%
+12,143
43
$1.26M 0.33%
+34,105
44
$1.24M 0.33%
2,556
45
$1.22M 0.32%
+4,816
46
$1.21M 0.32%
150
47
$1.21M 0.32%
+15,717
48
$1.17M 0.31%
5,050
49
$1.16M 0.31%
20,000
50
$1.14M 0.3%
12,610
+3,380
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