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
$377M
AUM Growth
+$727K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$889K
3 +$782K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$538K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$494K

Top Sells

1 +$1.95M
2 +$1.86M
3 +$1.27M
4
TTEK icon
Tetra Tech
TTEK
+$1.26M
5
MAR icon
Marriott International
MAR
+$1.22M

Sector Composition

1 Technology 9.53%
2 Consumer Discretionary 5.16%
3 Financials 3.03%
4 Consumer Staples 2.31%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,851
152
-15,717
153
-34,105