EW

EXENCIAL WEALTH ADVISORS, LLC

13F
EXENCIAL WEALTH ADVISORS, LLC
Last update 2024-02-14 477 Stocks (69 new)
Value $2.46 Bil Turnover 12 %
Countries:
Portfolio Report
EXENCIAL WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

EXENCIAL WEALTH ADVISORS, LLC Total Holding History ($B)

To

EXENCIAL WEALTH ADVISORS, LLC's Asset Allocation

To

EXENCIAL WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EXENCIAL WEALTH ADVISORS, LLC's Hypothetical Growth since 2023-12-31

EXENCIAL WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EXENCIAL WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

EXENCIAL WEALTH ADVISORS, LLC's Holdings Bubble Chart

EXENCIAL WEALTH ADVISORS, LLC News

  • 1

Discussions on EXENCIAL WEALTH ADVISORS, LLC

No discussions yet.