EW
Evexia Wealth Portfolio holdings
AUM
$334M
1-Year Est. Return
20.96%
1 Year Est. Return
+20.96%
AUM
$318M
AUM Growth
+$42.9M
(+16%)
Holding
84
Top Buys
| 1 | +$5.03M | |
| 2 | +$4.78M | |
| 3 | +$3.97M | |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$3.37M |
| 5 |
Eli Lilly
LLY
|
+$2.6M |
Top Sells
| 1 | +$5.13M | |
| 2 | +$3.73M | |
| 3 | +$2.44M | |
| 4 |
Costco
COST
|
+$1.69M |
| 5 |
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
AbbVie
ABBV
$411B
| $203K | 0.06% |
+1,075
|
|
||
77
Riot Platforms
RIOT
$5.19B
| $202K | 0.06% |
14,559
-13,745
|
|
||
78
Marathon Digital Holdings
MARA
$4.53B
| $196K | 0.06% |
10,047
-5,861
|
|
||
79
WEC Energy
WEC
$36.1B
| – | – |
-3,158
|
|
||
80
iShares TIPS Bond ETF
TIP
$13.8B
| – | – |
-4,056
|
|
||
81
Hershey
HSY
$36.3B
| – | – |
-7,591
|
|
||
82
Lockheed Martin
LMT
$108B
| – | – |
-11,102
|
|
||
83
Becton Dickinson
BDX
$55.3B
| – | – |
-11,639
|
|
||
84
Air Products & Chemicals
APD
$57.7B
| – | – |
-13,817
|
|