EWA

Exit Wealth Advisors Portfolio holdings

AUM $169M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.36M
3
+$3.62M
4
BITW
BITWISE 10 CRYPTO IDX UT
BITW
+$2.57M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.28M

Top Sells

1
+$3.38M
2
+$3.04M
3
+$2.8M
4
EXEL icon
Exelixis
EXEL
+$2.34M
5
EXPE icon
Expedia Group
EXPE
+$2.1M

Sector Composition

1 Technology 19.96%
2 Consumer Discretionary 10.03%
3 Healthcare 4.41%
4 Financials 3.77%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.9B
$12.1M 7.17%
132,744
+58,960
TSLA icon
2
Tesla
TSLA
$1.55T
$9.62M 5.69%
21,396
+1,726
IAU icon
3
iShares Gold Trust
IAU
$81.9B
$9.31M 5.51%
114,750
+6,408
MSFT icon
4
Microsoft
MSFT
$2.95T
$7.76M 4.59%
16,051
+281
USFR icon
5
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
$7.22M 4.27%
143,494
+71,918
AAPL icon
6
Apple
AAPL
$3.88T
$6.13M 3.62%
22,538
+7,496
SLV icon
7
iShares Silver Trust
SLV
$44.1B
$5.51M 3.26%
85,477
-55,930
NVDA icon
8
NVIDIA
NVDA
$4.61T
$5.38M 3.18%
28,854
+2,596
BTC
9
Grayscale Bitcoin Mini Trust ETF
BTC
$2.96B
$4.68M 2.77%
+120,890
QQQ icon
10
Invesco QQQ Trust
QQQ
$397B
$4.09M 2.42%
6,655
+1,277
AMZN icon
11
Amazon
AMZN
$2.26T
$4.02M 2.38%
17,412
+753
ILF icon
12
iShares Latin America 40 ETF
ILF
$4.35B
$3.46M 2.05%
113,759
+6,571
PSLV icon
13
Sprott Physical Silver Trust
PSLV
$17.8B
$2.9M 1.72%
122,694
-4,905
MO icon
14
Altria Group
MO
$113B
$2.58M 1.52%
44,691
+37,417
BITW
15
BITWISE 10 CRYPTO IDX UT
BITW
$899M
$2.54M 1.5%
+43,161
BMY icon
16
Bristol-Myers Squibb
BMY
$124B
$2.48M 1.47%
+45,996
MEDP icon
17
Medpace
MEDP
$12.9B
$2.39M 1.41%
4,249
+3,391
VOO icon
18
Vanguard S&P 500 ETF
VOO
$859B
$2.32M 1.37%
3,697
+537
WDC icon
19
Western Digital
WDC
$96.8B
$2.29M 1.36%
+13,309
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.4B
$2.28M 1.35%
+28,320
LRCX icon
21
Lam Research
LRCX
$306B
$2.26M 1.33%
+13,176
MPLX icon
22
MPLX
MPLX
$59.1B
$2.21M 1.3%
+41,346
ADBE icon
23
Adobe
ADBE
$106B
$2.16M 1.28%
+6,172
LQD icon
24
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
$2.09M 1.23%
18,932
+13,185
ANET icon
25
Arista Networks
ANET
$167B
$2.03M 1.2%
15,503
+769
1
2 3 4 5