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
$295M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.32M
3
+$2.3M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$1.48M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.31M

Top Sells

1
+$3.17M
2
+$2.49M
3
+$2.08M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.75M

Sector Composition

1 Technology 29.39%
2 Industrials 18.96%
3 Financials 11.2%
4 Consumer Discretionary 9.54%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.35%
18,631
-626
27
$3.41M 1.16%
12,059
-341
28
$3.4M 1.15%
39,508
-1,634
29
$3.24M 1.1%
138,517
+115,365
30
$3.23M 1.09%
6,986
+153
31
$3.2M 1.09%
12,136
+4,851
32
$3.18M 1.08%
38,043
+2,692
33
$3.14M 1.06%
9,748
+601
34
$2.8M 0.95%
12,165
-831
35
$2.59M 0.88%
132,850
+53,972
36
$2.3M 0.78%
+125,390
37
$2.28M 0.77%
116,779
+67,087
38
$2.21M 0.75%
109,633
+62,003
39
$2.18M 0.74%
127,929
+8,124
40
$1.81M 0.61%
17,808
-20,496
41
$1.48M 0.5%
+90,300
42
$1.38M 0.47%
4,225
+2,097
43
$1.28M 0.43%
+59,868
44
$1.27M 0.43%
+57,241
45
$1.27M 0.43%
8,179
-1,151
46
$900K 0.3%
8,907
+860
47
$865K 0.29%
41,805
-86,694
48
$847K 0.29%
+43,975
49
$828K 0.28%
5,918
-875
50
$720K 0.24%
2,022
-186
1
2
3 4