EWA

Encompass Wealth Advisors Portfolio holdings

AUM $294M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$387K
3
+$259K
4
ISRG icon
Intuitive Surgical
ISRG
+$252K
5
SHW icon
Sherwin-Williams
SHW
+$246K

Top Sells

1
+$628K
2
+$453K
3
+$438K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$408K
5
VUG icon
Vanguard Growth ETF
VUG
+$229K

Sector Composition

1 Technology 6.9%
2 Consumer Discretionary 4.64%
3 Financials 3.12%
4 Industrials 2.45%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.8K ﹤0.01%
+11,300
127
$3.74K ﹤0.01%
19,085
128
– –
-26,020
129
– –
-4,615
130
– –
-1,070
2 3 4 5
6