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
51
$779K 0.52%
+41,943
52
$737K 0.49%
+7,750
53
$727K 0.48%
+7,765
54
$720K 0.48%
+6,471
55
$644K 0.43%
+17,350
56
$641K 0.43%
+5,747
57
$638K 0.43%
+30,478
58
$625K 0.42%
+4,368
59
$618K 0.41%
+4,246
60
$611K 0.41%
+7,993
61
$593K 0.4%
+808
62
$584K 0.39%
+8,943
63
$559K 0.37%
+1,380
64
$555K 0.37%
+2,687
65
$549K 0.37%
+18,398
66
$521K 0.35%
+1,037
67
$514K 0.34%
+3,171
68
$503K 0.34%
+2,619
69
$489K 0.33%
+7,275
70
$481K 0.32%
+7,274
71
$452K 0.3%
+5,336
72
$448K 0.3%
+1,812
73
$447K 0.3%
+2,878
74
$441K 0.29%
+858
75
$441K 0.29%
+10,102
1 2
3
4 5