EW
Evexia Wealth Portfolio holdings
AUM
$318M
1-Year Est. Return
22.05%
1 Year Est. Return
+22.05%
AUM
$275M
AUM Growth
-$19.9M
(-6.8%)
Holding
76
Top Buys
| 1 | +$169K | |
| 2 | +$123K | |
| 3 | +$102K | |
| 4 |
Hubbell
HUBB
|
+$100K |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$70K |
Top Sells
| 1 | +$216K | |
| 2 | +$201K | |
| 3 | +$129K | |
| 4 |
JPMorgan Chase
JPM
|
+$127K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Enphase Energy
ENPH
$3.93B
| – | – |
-3,400
|
|