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
51
$714K 0.24%
13,684
+782
52
$701K 0.24%
5,346
+263
53
$671K 0.23%
36,139
+4,688
54
$586K 0.2%
3,481
+70
55
$569K 0.19%
24,993
+15,882
56
$561K 0.19%
8,765
-864
57
$518K 0.18%
7,594
-342
58
$471K 0.16%
+647
59
$460K 0.16%
+13,775
60
$443K 0.15%
+1,430
61
$440K 0.15%
+837
62
$428K 0.14%
3,943
-6,937
63
$417K 0.14%
8,144
-1,120
64
$414K 0.14%
+18,905
65
$405K 0.14%
17,359
+5,915
66
$387K 0.13%
2,140
-565
67
$356K 0.12%
+353
68
$348K 0.12%
2,700
+13
69
$321K 0.11%
3,158
70
$312K 0.11%
+1,736
71
$298K 0.1%
25,638
+12,415
72
$280K 0.1%
+2,632
73
$266K 0.09%
2,351
+228
74
$229K 0.08%
+13,626
75
$216K 0.07%
3,400
+386
1 2
3
4