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
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.13M
3
+$981K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$903K
5
VUG icon
Vanguard Growth ETF
VUG
+$813K

Top Sells

1
+$4.87M
2
+$2.26M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.91M
5
PGR icon
Progressive
PGR
+$1.9M

Sector Composition

1 Technology 11.47%
2 Consumer Discretionary 5.87%
3 Consumer Staples 2.52%
4 Financials 1.81%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
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