EW

Evexia Wealth Portfolio holdings

AUM $318M
1-Year Return 22.05%
This Quarter Return
-1.39%
1 Year Return
+22.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$275M
AUM Growth
-$19.9M
Cap. Flow
-$161K
Cap. Flow %
-0.06%
Top 10 Hldgs %
41.29%
Holding
76
New
–
Increased
43
Reduced
30
Closed
2

Top Buys

1
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$169K
2
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$123K
3
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$102K
4
HUBB icon
Hubbell
HUBB
+$100K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$70K

Top Sells

1
ENPH icon
Enphase Energy
ENPH
+$216K
2
ABBV icon
AbbVie
ABBV
+$201K
3
RSG icon
Republic Services
RSG
+$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 Shares
Change % 		Capital Flow
ABBV icon
76
AbbVie
ABBV
$386B
– –
-1,056
Closed -$201K
1 2 3
4