EWA

Exencial Wealth Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$6.24M
2 +$1.93M
3 +$1.82M
4
T icon
AT&T
T
+$1.57M
5
MRK icon
Merck
MRK
+$1.49M

Top Sells

1 +$1.76M
2 +$778K
3 +$353K
4
MMM icon
3M
MMM
+$286K
5
CAT icon
Caterpillar
CAT
+$273K

Sector Composition

1 Technology 11.49%
2 Industrials 11.35%
3 Energy 10.92%
4 Financials 10.19%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-34,006