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
EH
51
EHang Holdings
EH
$1.09B
$779K 0.52%
+41,943
MBB icon
52
iShares MBS ETF
MBB
$41.4B
$737K 0.49%
+7,750
MMYT icon
53
MakeMyTrip
MMYT
$7.25B
$727K 0.48%
+7,765
TIP icon
54
iShares TIPS Bond ETF
TIP
$13.8B
$720K 0.48%
+6,471
HYLB icon
55
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$644K 0.43%
+17,350
LQD icon
56
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
$641K 0.43%
+5,747
BKLN icon
57
Invesco Senior Loan ETF
BKLN
$6.77B
$638K 0.43%
+30,478
HOOD icon
58
Robinhood
HOOD
$110B
$625K 0.42%
+4,368
ITOT icon
59
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$618K 0.41%
+4,246
GDX icon
60
VanEck Gold Miners ETF
GDX
$22.1B
$611K 0.41%
+7,993
META icon
61
Meta Platforms (Facebook)
META
$1.54T
$593K 0.4%
+808
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$584K 0.39%
+8,943
HD icon
63
Home Depot
HD
$361B
$559K 0.37%
+1,380
IVE icon
64
iShares S&P 500 Value ETF
IVE
$42.4B
$555K 0.37%
+2,687
ETHW
65
Bitwise Ethereum ETF
ETHW
$304M
$549K 0.37%
+18,398
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.1T
$521K 0.35%
+1,037
PM icon
67
Philip Morris
PM
$242B
$514K 0.34%
+3,171
HCI icon
68
HCI Group
HCI
$2.33B
$503K 0.34%
+2,619
RDVY icon
69
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$489K 0.33%
+7,275
MO icon
70
Altria Group
MO
$97.7B
$481K 0.32%
+7,274
MCY icon
71
Mercury Insurance
MCY
$4.88B
$452K 0.3%
+5,336
QQQM icon
72
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$448K 0.3%
+1,812
PPA icon
73
Invesco Aerospace & Defense ETF
PPA
$6.43B
$447K 0.3%
+2,878
MEDP icon
74
Medpace
MEDP
$16.6B
$441K 0.29%
+858
XLU icon
75
Utilities Select Sector SPDR Fund
XLU
$21.8B
$441K 0.29%
+5,051
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