EW

Evexia Wealth Portfolio holdings

AUM $364M
1-Year Est. Return 29.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.75M
3
+$3.58M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.33M
5
LLY icon
Eli Lilly
LLY
+$2.62M

Top Sells

1
+$5.13M
2
+$3.73M
3
+$2.44M
4
COST icon
Costco
COST
+$1.77M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.51M

Sector Composition

1 Technology 32.75%
2 Industrials 18.51%
3 Financials 10.68%
4 Consumer Discretionary 9.2%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.06%
+1,075
77
$202K 0.06%
14,559
-13,745
78
$196K 0.06%
10,047
-5,861
79
– –
-13,817
80
– –
-11,639
81
– –
-7,591
82
– –
-11,102
83
– –
-4,056
84
– –
-3,158
1 2 3
4