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
$336M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.31M
3
+$3.18M
4
XOM icon
Exxon Mobil
XOM
+$2.96M
5
MLM icon
Martin Marietta Materials
MLM
+$2.84M

Top Sells

1
+$3.63M
2
+$2.54M
3
+$2.5M
4
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$1.17M
5
ANSS
Ansys
ANSS
+$971K

Sector Composition

1 Financials 12.63%
2 Healthcare 10.99%
3 Technology 10.83%
4 Industrials 7.88%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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