EWA
Exencial Wealth Advisors Portfolio holdings
AUM
$2.84B
This Quarter Return
+0.25%
1 Year Return
+14.18%
3 Year Return
+58.01%
5 Year Return
+160.76%
10 Year Return
+309.61%
AUM
$202M
AUM Growth
–
Cap. Flow
+$202M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.13%
Holding
138
New
138
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
$7.45M |
| 2 |
Apple
AAPL
|
$5.54M |
| 3 |
Blackrock
BLK
|
$5.2M |
| 4 |
Cisco
CSCO
|
$4.9M |
| 5 |
Walt Disney
DIS
|
$4.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.17% |
| 2 | Energy | 12.1% |
| 3 | Technology | 11.13% |
| 4 | Financials | 9.42% |
| 5 | Consumer Staples | 7.85% |
