EW

Evexia Wealth Portfolio holdings

AUM $334M
1-Year Est. Return 20.96%
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$169K
2
+$123K
3
+$102K
4
HUBB icon
Hubbell
HUBB
+$100K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$70K

Top Sells

1
+$216K
2
+$201K
3
+$129K
4
JPM icon
JPMorgan Chase
JPM
+$127K
5
BDX icon
Becton Dickinson
BDX
+$110K

Sector Composition

1 Technology 28.36%
2 Industrials 19.31%
3 Financials 10.98%
4 Healthcare 9.36%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.27%
18,680
+49
27
$3.4M 1.24%
11,928
-208
28
$3.37M 1.22%
12,024
-35
29
$3.36M 1.22%
39,327
-181
30
$3.3M 1.2%
9,758
+10
31
$3.29M 1.2%
142,933
+4,416
32
$2.77M 1.01%
38,526
+483
33
$2.73M 0.99%
6,982
-4
34
$2.66M 0.97%
136,441
+3,591
35
$2.44M 0.89%
11,639
-526
36
$2.4M 0.87%
127,631
-298
37
$2.37M 0.86%
128,152
+2,762
38
$2.34M 0.85%
119,746
+2,967
39
$2.28M 0.83%
112,144
+2,511
40
$1.88M 0.68%
18,278
+470
41
$1.53M 0.56%
92,429
+2,129
42
$1.33M 0.48%
61,116
+1,248
43
$1.32M 0.48%
58,855
+1,614
44
$1.29M 0.47%
4,356
+131
45
$1.25M 0.45%
7,591
-588
46
$1.03M 0.37%
10,662
+1,755
47
$893K 0.32%
43,179
+1,374
48
$880K 0.32%
44,999
+1,024
49
$694K 0.25%
2,025
+3
50
$665K 0.24%
14,100
+416
1
2
3 4