EW
Enzi Wealth Portfolio holdings
AUM
$273M
This Quarter Return
+8.93%
1 Year Return
+11.3%
3 Year Return
+52.84%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+2.6%)
Cap. Flow
+$811K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
72
New
2
Increased
16
Reduced
29
Closed
3
Top Buys
Top Sells
| 1 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$1.74M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.44M |
| 3 |
Exxon Mobil
XOM
|
$849K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$672K |
| 5 |
Texas Pacific Land
TPL
|
$514K |
Sector Composition
| 1 | Energy | 7.95% |
| 2 | Technology | 3.07% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Financials | 0.73% |
| 5 | Communication Services | 0.69% |
