EWA
Encompass Wealth Advisors Portfolio holdings
AUM
$273M
1-Year Est. Return
12.39%
1 Year Est. Return
+12.39%
AUM
$273M
AUM Growth
+$27.1M
(+11%)
Holding
105
Top Buys
| 1 | +$1.02M | |
| 2 | +$870K | |
| 3 | +$606K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$499K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$408K |
Top Sells
| 1 | +$1.18M | |
| 2 | +$404K | |
| 3 | +$208K | |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$197K |
| 5 |
Apple
AAPL
|
+$189K |
Sector Composition
| 1 | Technology | 11.07% |
| 2 | Consumer Discretionary | 4.87% |
| 3 | Consumer Staples | 2.43% |
| 4 | Financials | 1.85% |
| 5 | Healthcare | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marathon Petroleum
MPC
$56.1B
| $210K | 0.08% |
+1,266
|
|
||
102
Vanguard Information Technology ETF
VGT
$109B
| $206K | 0.08% |
+310
|
|
||
103
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.48B
| $197K | 0.07% |
14,207
-8,415
|
|
||
104
Goodyear
GT
$1.96B
| $118K | 0.04% |
11,351
|
|
||
105
Coca-Cola
KO
$295B
| – | – |
-2,908
|
|