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
$301M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$698K
2 +$634K
3 +$439K
4
AAPL icon
Apple
AAPL
+$429K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$425K

Top Sells

1 +$1.88M
2 +$884K
3 +$297K
4
FIVN icon
FIVE9
FIVN
+$251K
5
UNP icon
Union Pacific
UNP
+$216K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 5.36%
3 Financials 2.94%
4 Industrials 2.14%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,328
127
-3,049
128
-11,884
129
-6,113
130
-33,584
131
-4,957