EW
Evexia Wealth Portfolio holdings
AUM
$318M
This Quarter Return
+10.87%
1 Year Return
+22.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+2.6%)
Cap. Flow
-$308K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
44.1%
Holding
59
New
3
Increased
38
Reduced
14
Closed
1
Top Buys
| 1 |
Nordson
NDSN
|
$4.53M |
| 2 |
Roper Technologies
ROP
|
$4.4M |
| 3 |
Eli Lilly
LLY
|
$2.43M |
| 4 |
Hubbell
HUBB
|
$2.19M |
| 5 |
Air Products & Chemicals
APD
|
$1.43M |
Top Sells
| 1 |
Honeywell
HON
|
$4.86M |
| 2 |
Cisco
CSCO
|
$4.43M |
| 3 |
Williams-Sonoma
WSM
|
$3.71M |
| 4 |
Morgan Stanley
MS
|
$3.32M |
| 5 |
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% |
