EW

Evexia Wealth Portfolio holdings

AUM $358M
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$216K
2 +$201K
3 +$138K
4
BDX icon
Becton Dickinson
BDX
+$122K
5
RSG icon
Republic Services
RSG
+$121K

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
-3,400