EWA
Encompass Wealth Advisors Portfolio holdings
AUM
$294M
1-Year Est. Return
15.39%
1 Year Est. Return
+15.39%
AUM
$411M
AUM Growth
+$27.6M
(+7.2%)
Holding
380
Top Buys
| 1 | +$2.2M | |
| 2 | +$2.1M | |
| 3 | +$847K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$795K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$657K |
Top Sells
| 1 | +$895K | |
| 2 | +$329K | |
| 3 | +$207K | |
| 4 |
AVYA
Avaya Holdings Corp. Common Stock
AVYA
|
+$167K |
| 5 |
Nike
NKE
|
+$158K |
Sector Composition
| 1 | Technology | 7.3% |
| 2 | Consumer Discretionary | 5.4% |
| 3 | Financials | 1.86% |
| 4 | Healthcare | 1.64% |
| 5 | Industrials | 1.55% |