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
$333M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$786K
2 +$714K
3 +$635K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$533K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$527K

Top Sells

1 +$483K
2 +$428K
3 +$294K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$234K
5
T icon
AT&T
T
+$225K

Sector Composition

1 Technology 8.28%
2 Consumer Discretionary 5.13%
3 Financials 3.05%
4 Industrials 2.45%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,026
127
-2,203
128
-33,500