EW
Evexia Wealth Portfolio holdings
AUM
$318M
1-Year Return
22.05%
This Quarter Return
+8.98%
1 Year Return
+22.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
+$15.6M
(+5.9%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-39.44%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
66
New
5
Increased
39
Reduced
20
Closed
–
Top Buys
| 1 |
HCA Healthcare
HCA
|
$3.5M |
| 2 |
Emcor
EME
|
$3.01M |
| 3 |
B
Barrick Mining Corporation
B
|
$2.38M |
| 4 |
Casey's General Stores
CASY
|
$1.63M |
| 5 |
Intuit
INTU
|
$1.59M |
Top Sells
| 1 |
Broadcom
AVGO
|
$107M |
| 2 |
Williams-Sonoma
WSM
|
$8.16M |
| 3 |
Becton Dickinson
BDX
|
$3.17M |
| 4 |
Medtronic
MDT
|
$2.15M |
| 5 |
Lockheed Martin
LMT
|
$2.08M |
Sector Composition
| 1 | Technology | 28.89% |
| 2 | Industrials | 20.82% |
| 3 | Financials | 10.93% |
| 4 | Healthcare | 10.34% |
| 5 | Consumer Discretionary | 9.06% |
