EWA
Encompass Wealth Advisors Portfolio holdings
AUM
$273M
1-Year Est. Return
12.39%
1 Year Est. Return
+12.39%
AUM
$246M
AUM Growth
-$1.97M
(-0.8%)
Holding
102
Top Buys
| 1 | +$1.13M | |
| 2 | +$1.03M | |
| 3 | +$706K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$580K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$572K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$565K | |
| 3 | +$250K | |
| 4 |
Microchip Technology
MCHP
|
+$200K |
| 5 |
Meta Platforms (Facebook)
META
|
+$61.1K |
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Consumer Discretionary | 4.83% |
| 3 | Consumer Staples | 2.62% |
| 4 | Financials | 1.98% |
| 5 | Healthcare | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Microchip Technology
MCHP
$35.2B
| – | – |
-3,490
|
|
||
102
Target
TGT
$41.3B
| – | – |
-1,850
|
|