EWA

Exencial Wealth Advisors Portfolio holdings

AUM $3.16B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.25M
3 +$616K
4
SBUX icon
Starbucks
SBUX
+$496K
5
EURL icon
Direxion Daily FTSE Europe Bull 3x Shares
EURL
+$464K

Top Sells

1 +$2.51M
2 +$1.3M
3 +$570K
4
IYE icon
iShares US Energy ETF
IYE
+$561K
5
UVT
PROSHARES ULTRA RUSSELL 2000 VALUE
UVT
+$437K

Sector Composition

1 Technology 10.35%
2 Financials 10.3%
3 Consumer Discretionary 9.33%
4 Energy 8.72%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,089