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
$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
MS icon
51
Morgan Stanley
MS
$260B
$660K 0.24%
5,907
-11
QYLD icon
52
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.44B
$632K 0.23%
38,115
+1,976
ORA icon
53
Ormat Technologies
ORA
$6.49B
$608K 0.22%
8,750
-15
IBTG icon
54
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$589K 0.21%
25,753
+760
XYL icon
55
Xylem
XYL
$36.5B
$587K 0.21%
5,312
-34
NEE icon
56
NextEra Energy
NEE
$170B
$514K 0.19%
7,602
+8
FSLR icon
57
First Solar
FSLR
$28.9B
$457K 0.17%
3,523
+42
TIP icon
58
iShares TIPS Bond ETF
TIP
$13.8B
$443K 0.16%
4,056
+113
ASML icon
59
ASML
ASML
$414B
$437K 0.16%
636
-11
IBTI icon
60
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.11B
$428K 0.16%
19,287
+382
TTEK icon
61
Tetra Tech
TTEK
$8.37B
$420K 0.15%
14,060
+285
IBTF icon
62
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$416K 0.15%
17,826
+467
SNPS icon
63
Synopsys
SNPS
$82.3B
$377K 0.14%
880
+43
ABT icon
64
Abbott
ABT
$214B
$344K 0.13%
2,712
+12
WEC icon
65
WEC Energy
WEC
$35.9B
$330K 0.12%
3,158
ON icon
66
ON Semiconductor
ON
$20.4B
$324K 0.12%
8,274
+130
NOW icon
67
ServiceNow
NOW
$188B
$309K 0.11%
374
+21
CEG icon
68
Constellation Energy
CEG
$118B
$307K 0.11%
1,423
-7
OC icon
69
Owens Corning
OC
$10.3B
$303K 0.11%
2,141
+1
AMAT icon
70
Applied Materials
AMAT
$189B
$269K 0.1%
1,795
+59
UPS icon
71
United Parcel Service
UPS
$79.6B
$233K 0.08%
2,341
-10
ENTG icon
72
Entegris
ENTG
$14.1B
$220K 0.08%
2,798
+166
RIOT icon
73
Riot Platforms
RIOT
$7.47B
$209K 0.08%
28,304
+2,666
MARA icon
74
Marathon Digital Holdings
MARA
$6.59B
$196K 0.07%
15,908
+2,282
ABBV icon
75
AbbVie
ABBV
$377B
– –
-1,056
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3
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