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
$263M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1 +$628K
2 +$437K
3 +$350K
4
TGT icon
Target
TGT
+$323K
5
UPS icon
United Parcel Service
UPS
+$308K

Top Sells

1 +$1.07M
2 +$958K
3 +$890K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$546K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$422K

Sector Composition

1 Technology 6.96%
2 Consumer Discretionary 5.59%
3 Financials 2.73%
4 Consumer Staples 2.06%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,405