EWA

Exit Wealth Advisors Portfolio holdings

AUM $150M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$8.17M
3
+$7.88M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.77M
5
SLV icon
iShares Silver Trust
SLV
+$5.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.82%
2 Consumer Discretionary 13.96%
3 Financials 7.62%
4 Consumer Staples 3.38%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLT icon
26
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$1.62M 1.08%
+18,144
CL icon
27
Colgate-Palmolive
CL
$62.9B
$1.62M 1.08%
+20,236
KTB icon
28
Kontoor Brands
KTB
$4B
$1.54M 1.03%
+19,304
GBTC icon
29
Grayscale Bitcoin Trust
GBTC
$37.7B
$1.53M 1.02%
+17,059
IBIT icon
30
iShares Bitcoin Trust
IBIT
$72.1B
$1.48M 0.99%
+22,821
BITB icon
31
Bitwise Bitcoin ETF
BITB
$3.62B
$1.42M 0.95%
+22,890
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.34T
$1.33M 0.89%
+5,455
GNW icon
33
Genworth Financial
GNW
$3.41B
$1.26M 0.84%
+141,390
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.34T
$1.25M 0.84%
+5,151
BHF icon
35
Brighthouse Financial
BHF
$3.76B
$1.24M 0.83%
+23,417
AAAU icon
36
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.09B
$1.19M 0.8%
+31,334
VC icon
37
Visteon
VC
$2.87B
$1.19M 0.79%
+9,915
AMLP icon
38
Alerian MLP ETF
AMLP
$10.3B
$1.17M 0.78%
+24,949
TPH icon
39
Tri Pointe Homes
TPH
$2.75B
$1.15M 0.77%
+33,955
ETHE
40
Grayscale Ethereum Trust ETF
ETHE
$3.53B
$1.11M 0.74%
+32,492
SEDG icon
41
SolarEdge
SEDG
$2.16B
$1.02M 0.68%
+27,623
VXUS icon
42
Vanguard Total International Stock ETF
VXUS
$108B
$1.01M 0.68%
+13,811
CAN
43
Canaan Creative
CAN
$418M
$956K 0.64%
+1,084,468
CLS icon
44
Celestica
CLS
$35.8B
$880K 0.59%
+3,572
SE icon
45
Sea Limited
SE
$83.4B
$872K 0.58%
+4,878
COIN icon
46
Coinbase
COIN
$76.6B
$844K 0.56%
+2,500
TIGR
47
UP Fintech Holding
TIGR
$1.71B
$841K 0.56%
+78,803
SPYM
48
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.3B
$820K 0.55%
+10,468
GRMN icon
49
Garmin
GRMN
$37.3B
$803K 0.54%
+3,261
SPOT icon
50
Spotify
SPOT
$131B
$784K 0.52%
+1,123
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