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
$243M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.4M
3
+$2.43M
4
HUBB icon
Hubbell
HUBB
+$2.19M
5
APD icon
Air Products & Chemicals
APD
+$1.43M

Top Sells

1
+$4.86M
2
+$4.43M
3
+$3.71M
4
MS icon
Morgan Stanley
MS
+$3.32M
5
CMCSA icon
Comcast
CMCSA
+$2.48M

Sector Composition

1 Technology 30.4%
2 Industrials 20.71%
3 Healthcare 10.8%
4 Financials 10.63%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.63%
12,169
+3,197
27
$3.7M 1.52%
19,920
-711
28
$3.36M 1.39%
14,533
+6,196
29
$3.22M 1.33%
10,391
+236
30
$2.52M 1.04%
31,459
+4,021
31
$2.2M 0.9%
91,927
+8,540
32
$2.12M 0.87%
21,364
+1,866
33
$1.6M 0.66%
78,114
+7,157
34
$1.52M 0.62%
72,235
+6,465
35
$1.38M 0.57%
72,170
+6,724
36
$1.33M 0.55%
58,251
+5,474
37
$1.18M 0.49%
51,071
+4,813
38
$1.06M 0.44%
4,891
+219
39
$936K 0.39%
40,865
+3,680
40
$776K 0.32%
8,013
+1,388
41
$583K 0.24%
25,877
+2,470
42
$546K 0.22%
4,263
+98
43
$527K 0.22%
+3,560
44
$509K 0.21%
2,789
+150
45
$466K 0.19%
4,392
+406
46
$462K 0.19%
5,363
-38,556
47
$418K 0.17%
6,505
+409
48
$387K 0.16%
6,129
+317
49
$374K 0.15%
9,493
-62,916
50
$372K 0.15%
7,993
+534
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