EW
Evexia Wealth Portfolio holdings
AUM
$364M
1-Year Est. Return
29.61%
This Fund
S&P 500
1 Year Est. Return
+29.61%
AUM
$364M
AUM Growth
+$5.84M
(+1.6%)
Holding
88
Top Buys
| 1 | +$7.45M | |
| 2 | +$6.12M | |
| 3 | +$5.25M | |
| 4 |
Microsoft
MSFT
|
+$2.7M |
| 5 |
Broadcom
AVGO
|
+$2.56M |
Top Sells
| 1 | +$7.54M | |
| 2 | +$7.08M | |
| 3 | +$4.66M | |
| 4 |
KLA
KLAC
|
+$4.59M |
| 5 |
Eli Lilly
LLY
|
+$2.6M |
Sector Composition
| 1 | Technology | 25.3% |
| 2 | Industrials | 19.17% |
| 3 | Financials | 10.96% |
| 4 | Healthcare | 8.9% |
| 5 | Consumer Discretionary | 8.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$91.4B
| $243K | 0.07% |
2,381
|
|
||
77
AbbVie
ABBV
$365B
| $227K | 0.06% |
1,099
+8
|
|
||
78
NVIDIA
NVDA
$4.82T
| $225K | 0.06% |
1,187
+2
|
|
||
|
CBXJ
79
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$15.1M
| $224K | 0.06% |
10,573
+1,486
|
|
||
80
Intuitive Surgical
ISRG
$162B
| $222K | 0.06% |
483
+29
|
|
||
81
Lockheed Martin
LMT
$118B
| $203K | 0.06% |
+328
|
|
||
82
Amazon
AMZN
$2.88T
| $202K | 0.06% |
+841
|
|
||
83
Marathon Digital Holdings
MARA
$4.36B
| $134K | 0.04% |
12,937
+1,090
|
|
||
|
XXI
84
Twenty One Capital Inc
XXI
$3.1B
| $87.5K | 0.02% |
12,539
+1,926
|
|
||
85
Accenture
ACN
$110B
| – | – |
-24,548
|
|
||
86
Nordson
NDSN
$15.8B
| – | – |
-17,487
|
|
||
87
UnitedHealth
UNH
$335B
| – | – |
-22,518
|
|
||
88
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.29B
| – | – |
-7,289
|
|