EWA

Exencial Wealth Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.44M
3
+$8.82M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$7.94M
5
MTB icon
M&T Bank
MTB
+$7.9M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.59M
4
NOC icon
Northrop Grumman
NOC
+$8.1M
5
CTSH icon
Cognizant
CTSH
+$7.42M

Sector Composition

1 Technology 17.51%
2 Financials 8.97%
3 Healthcare 8.17%
4 Consumer Discretionary 7.37%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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