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
51
$660K 0.24%
5,907
-11
52
$632K 0.23%
38,115
+1,976
53
$608K 0.22%
8,750
-15
54
$589K 0.21%
25,753
+760
55
$587K 0.21%
5,312
-34
56
$514K 0.19%
7,602
+8
57
$457K 0.17%
3,523
+42
58
$443K 0.16%
4,056
+113
59
$437K 0.16%
636
-11
60
$428K 0.16%
19,287
+382
61
$420K 0.15%
14,060
+285
62
$416K 0.15%
17,826
+467
63
$377K 0.14%
880
+43
64
$344K 0.13%
2,712
+12
65
$330K 0.12%
3,158
66
$324K 0.12%
8,274
+130
67
$309K 0.11%
374
+21
68
$307K 0.11%
1,423
-7
69
$303K 0.11%
2,141
+1
70
$269K 0.1%
1,795
+59
71
$233K 0.08%
2,341
-10
72
$220K 0.08%
2,798
+166
73
$209K 0.08%
28,304
+2,666
74
$196K 0.07%
15,908
+2,282
75
– –
-1,056
1 2
3
4