EWA

Exit Wealth Advisors Portfolio holdings

AUM $194M
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
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.07M
3
+$6.82M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.76M
5
SLV icon
iShares Silver Trust
SLV
+$5.08M

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
26
$1.62M 1.08%
+18,144
27
$1.62M 1.08%
+20,236
28
$1.54M 1.03%
+19,304
29
$1.53M 1.02%
+17,059
30
$1.48M 0.99%
+22,821
31
$1.42M 0.95%
+22,890
32
$1.33M 0.89%
+5,455
33
$1.26M 0.84%
+141,390
34
$1.25M 0.84%
+5,151
35
$1.24M 0.83%
+23,417
36
$1.19M 0.8%
+31,334
37
$1.19M 0.79%
+9,915
38
$1.17M 0.78%
+24,949
39
$1.15M 0.77%
+33,955
40
$1.11M 0.74%
+32,492
41
$1.02M 0.68%
+27,623
42
$1.01M 0.68%
+13,811
43
$956K 0.64%
+1,084,468
44
$880K 0.59%
+3,572
45
$872K 0.58%
+4,878
46
$844K 0.56%
+2,500
47
$841K 0.56%
+78,803
48
$820K 0.55%
+10,468
49
$803K 0.54%
+3,261
50
$784K 0.52%
+1,123
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2
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