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
$237M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.45M
3
+$1.26M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.08M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$850K

Top Sells

1
+$1.3M
2
+$722K
3
+$713K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$545K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$370K

Sector Composition

1 Technology 31.15%
2 Industrials 19.79%
3 Financials 12.35%
4 Healthcare 10.06%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.13%
2,647
+14
52
$250K 0.11%
3,126
53
$244K 0.1%
3,438
+417
54
$230K 0.1%
+9,935
55
$209K 0.09%
11,714
-6,874
56
$4.61K ﹤0.01%
+35,000
57
– –
-2,883
58
– –
-30,767
59
– –
-61,121
1 2
3