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 Index ETF
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 Communication Services 3.75%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UUP icon
26
Invesco DB US Dollar Index Bullish Fund
UUP
$553M
$1.99M 1.18%
+73,603
UGA icon
27
United States Gasoline Fund
UGA
$132M
$1.96M 1.16%
31,794
-16,103
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.81T
$1.71M 1.01%
5,456
+1
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.84T
$1.68M 0.99%
5,356
+205
HYLB icon
30
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.18B
$1.67M 0.99%
45,316
+27,966
INSP icon
31
Inspire Medical Systems
INSP
$1.53B
$1.5M 0.89%
+16,230
AAAU icon
32
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.91B
$1.33M 0.79%
31,334
VIRT icon
33
Virtu Financial
VIRT
$4.18B
$1.28M 0.76%
+38,331
VVX icon
34
V2X
VVX
$2.21B
$1.24M 0.73%
+22,761
SAM icon
35
Boston Beer
SAM
$2.62B
$1.22M 0.72%
6,243
+4,571
RSP icon
36
Invesco S&P 500 Equal Weight ETF
RSP
$87.7B
$1.19M 0.7%
6,216
-9,228
ATKR icon
37
Atkore
ATKR
$2.21B
$1.19M 0.7%
+18,812
AMLP icon
38
Alerian MLP ETF
AMLP
$12.1B
$1.14M 0.67%
24,255
-694
GBTC icon
39
Grayscale Bitcoin Trust
GBTC
$28.3B
$1.07M 0.63%
15,706
-1,353
VXUS icon
40
Vanguard Total International Stock ETF
VXUS
$140B
$993K 0.59%
13,160
-651
TIP icon
41
iShares TIPS Bond ETF
TIP
$14B
$911K 0.54%
8,290
+1,819
MBB icon
42
iShares MBS ETF
MBB
$38.8B
$849K 0.5%
8,919
+1,169
SPYM
43
State Street SPDR Portfolio S&P 500 ETF
SPYM
$125B
$845K 0.5%
10,530
+62
DNN icon
44
Denison Mines
DNN
$3.18B
$816K 0.48%
+306,826
SEDG icon
45
SolarEdge
SEDG
$2.63B
$815K 0.48%
28,243
+620
TIGR
46
UP Fintech Holding
TIGR
$1.21B
$814K 0.48%
85,116
+6,313
ETH
47
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.77B
$797K 0.47%
28,400
+18,677
SPOT icon
48
Spotify
SPOT
$99.2B
$761K 0.45%
1,311
+188
CLS icon
49
Celestica
CLS
$36.5B
$758K 0.45%
2,563
-1,009
BITB icon
50
Bitwise Bitcoin ETF
BITB
$2.73B
$730K 0.43%
15,352
-7,538
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