EW
Evexia Wealth Portfolio holdings
AUM
$318M
This Quarter Return
+1.3%
1 Year Return
+22.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+9.7%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
7.52%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
65
New
7
Increased
28
Reduced
26
Closed
4
Top Buys
| 1 |
Broadcom
AVGO
|
$9.76M |
| 2 |
Williams-Sonoma
WSM
|
$4.25M |
| 3 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$1.39M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.18M |
| 5 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
$928K |
Top Sells
| 1 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$959K |
| 2 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
$583K |
| 3 |
Apple
AAPL
|
$384K |
| 4 |
Comcast
CMCSA
|
$374K |
| 5 |
Cisco
CSCO
|
$342K |
Sector Composition
| 1 | Technology | 30.74% |
| 2 | Industrials | 19.24% |
| 3 | Healthcare | 11.04% |
| 4 | Financials | 10.83% |
| 5 | Consumer Discretionary | 9.51% |
