EWA
Exencial Wealth Advisors Portfolio holdings
AUM
$2.84B
This Quarter Return
+5.86%
1 Year Return
+14.18%
3 Year Return
+58.01%
5 Year Return
+160.76%
10 Year Return
+309.61%
AUM
$213M
AUM Growth
+$213M
(+5.8%)
Cap. Flow
+$3.86M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
23.94%
Holding
143
New
5
Increased
47
Reduced
64
Closed
6
Top Buys
| 1 |
Qualcomm
QCOM
|
$2.41M |
| 2 |
PNC Financial Services
PNC
|
$2.1M |
| 3 |
ProShares UltraPro S&P 500
UPRO
|
$1.16M |
| 4 |
Rayonier
RYN
|
$504K |
| 5 |
Novartis
NVS
|
$464K |
Top Sells
Sector Composition
| 1 | Industrials | 12.12% |
| 2 | Energy | 12.1% |
| 3 | Technology | 11.58% |
| 4 | Financials | 10.27% |
| 5 | Consumer Staples | 7.28% |
