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
76
$201K 0.07%
1,056
+10
77
– –
-8,252
78
– –
-104,071
79
– –
-139,780
80
– –
-82,746
1 2 3
4