EW

Evexia Wealth Portfolio holdings

AUM $318M
1-Year Est. Return 22.05%
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.72M
3
+$8.54M
4
UNH icon
UnitedHealth
UNH
+$8.34M
5
PH icon
Parker-Hannifin
PH
+$8.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.3%
2 Industrials 20.86%
3 Financials 12.84%
4 Healthcare 11.17%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.81%
+37,291
27
$3.34M 1.8%
+106,584
28
$3.24M 1.75%
+38,662
29
$2.24M 1.21%
+22,627
30
$2.04M 1.1%
+18,195
31
$1.72M 0.93%
+6,108
32
$1.71M 0.92%
+7,110
33
$1.58M 0.85%
+14,404
34
$1.27M 0.69%
+60,194
35
$654K 0.35%
+7,128
36
$562K 0.3%
+32,172
37
$289K 0.16%
+2,608
38
$19.7K 0.01%
+2,151
1
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