EW
Evexia Wealth Portfolio holdings
AUM
$358M
1-Year Est. Return
26.42%
This Fund
S&P 500
1 Year Est. Return
+26.42%
AUM
$334M
AUM Growth
+$16M
(+5%)
Holding
82
Top Buys
| 1 | +$5.86M | |
| 2 | +$5.18M | |
| 3 | +$4.86M | |
| 4 |
FirstCash
FCFS
|
+$3.35M |
| 5 |
UnitedHealth
UNH
|
+$2.14M |
Top Sells
| 1 | +$4.82M | |
| 2 | +$4.23M | |
| 3 | +$4.22M | |
| 4 |
Amdocs
DOX
|
+$3.62M |
| 5 |
Parker-Hannifin
PH
|
+$2.62M |
Sector Composition
| 1 | Technology | 28% |
| 2 | Industrials | 16.93% |
| 3 | Healthcare | 11.94% |
| 4 | Financials | 10.89% |
| 5 | Consumer Discretionary | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Albemarle
ALB
$19.4B
| $227K | 0.07% |
+2,358
|
|
||
77
Marathon Digital Holdings
MARA
$3.52B
| $227K | 0.07% |
11,218
+1,171
|
|
||
78
Zebra Technologies
ZBRA
$12.4B
| $213K | 0.06% |
755
+128
|
|
||
|
79
Amdocs
DOX
$8.77B
| – | – |
-40,468
|
|
||
80
McDonald's
MCD
$226B
| – | – |
-14,242
|
|
||
81
Roper Technologies
ROP
$39.6B
| – | – |
-8,853
|
|
||
82
United Parcel Service
UPS
$93.1B
| – | – |
-2,341
|
|