EWA
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Exencial Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Exencial Wealth Advisors’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$346K Buy
3,011
+66
+2% +$7.58K 0.01% 421
2025
Q1 		$320K Buy
2,945
+201
+7% +$21.8K 0.01% 421
2024
Q4 		$317K Buy
2,744
+51
+2% +$5.9K 0.01% 416
2024
Q3 		$423K Buy
+2,693
New +$423K 0.02% 383