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
$243M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.4M
3
+$2.43M
4
HUBB icon
Hubbell
HUBB
+$2.19M
5
APD icon
Air Products & Chemicals
APD
+$1.43M

Top Sells

1
+$4.86M
2
+$4.43M
3
+$3.71M
4
MS icon
Morgan Stanley
MS
+$3.32M
5
CMCSA icon
Comcast
CMCSA
+$2.48M

Sector Composition

1 Technology 30.4%
2 Industrials 20.71%
3 Healthcare 10.8%
4 Financials 10.63%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.14%
7,061
-91,396
52
$304K 0.13%
2,098
53
$290K 0.12%
2,659
+12
54
$252K 0.1%
10,946
+1,011
55
$249K 0.1%
3,732
+294
56
$247K 0.1%
3,126
57
$231K 0.09%
12,841
+1,127
58
$4.72K ﹤0.01%
35,000
59
– –
-24,798
1 2
3