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
$318M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.78M
3
+$3.97M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.37M
5
LLY icon
Eli Lilly
LLY
+$2.6M

Top Sells

1
+$5.13M
2
+$3.73M
3
+$2.44M
4
COST icon
Costco
COST
+$1.69M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.51M

Sector Composition

1 Technology 32.75%
2 Industrials 18.51%
3 Financials 10.68%
4 Consumer Discretionary 9.2%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
76
AbbVie
ABBV
$385B
$203K 0.06%
+1,075
RIOT icon
77
Riot Platforms
RIOT
$7.34B
$202K 0.06%
14,559
-13,745
MARA icon
78
Marathon Digital Holdings
MARA
$6.77B
$196K 0.06%
10,047
-5,861
APD icon
79
Air Products & Chemicals
APD
$54B
– –
-13,817
BDX icon
80
Becton Dickinson
BDX
$51.2B
– –
-11,639
HSY icon
81
Hershey
HSY
$34.4B
– –
-7,591
LMT icon
82
Lockheed Martin
LMT
$114B
– –
-11,102
TIP icon
83
iShares TIPS Bond ETF
TIP
$13.9B
– –
-4,056
WEC icon
84
WEC Energy
WEC
$36.3B
– –
-3,158
1 2 3
4