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EWA
Exit Wealth Advisors Portfolio holdings
AUM
$220M
1-Year Est. Return
37.51%
This Fund
S&P 500
This Quarter
Est. Return
+14.07%
1 Year Est. Return
+37.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
94.31%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$8.04M |
| 2 |
iShares Gold Trust
IAU
|
+$7.07M |
| 3 |
Tesla
TSLA
|
+$6.82M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.76M |
| 5 |
iShares Silver Trust
SLV
|
+$5.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.82% |
| 2 | Consumer Discretionary | 13.96% |
| 3 | Financials | 7.62% |
| 4 | Consumer Staples | 3.38% |
| 5 | Communication Services | 3.15% |
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Exit Wealth Advisors's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Exit Wealth Advisors, which disclosed 124 positions worth $150M. Its ten largest holdings account for 38% of the portfolio.
Its largest position is Microsoft: 15,770 shares worth $8.17M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Consumer Discretionary and Financials.
- Exit Wealth Advisors's largest Q3 2025 buy was Microsoft: 15,770 shares worth $8.17M.
- Exit Wealth Advisors's ten largest holdings make up 38% of its $150M portfolio in Q3 2025.
- Exit Wealth Advisors disclosed 124 positions in Q3 2025, its first 13F filing on record.
Based on Exit Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.