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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
$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
ITOT icon
51
iShares Core S&P Total US Stock Market ETF
ITOT
$94.1B
$693K 0.41%
4,659
+413
IYR icon
52
iShares US Real Estate ETF
IYR
$4.56B
$683K 0.4%
7,270
+3,447
PDD icon
53
Pinduoduo
PDD
$117B
$677K 0.4%
+5,974
SE icon
54
Sea Limited
SE
$63.8B
$675K 0.4%
5,295
+417
TDC icon
55
Teradata
TDC
$3.43B
$652K 0.39%
+21,435
STNE icon
56
StoneCo
STNE
$2.6B
$636K 0.38%
+43,016
TME icon
57
Tencent Music
TME
$14.1B
$631K 0.37%
+35,994
COIN icon
58
Coinbase
COIN
$43.1B
$628K 0.37%
2,778
+278
ETHE
59
Grayscale Ethereum Staking ETF Shares
ETHE
$1.45B
$602K 0.36%
24,722
-7,770
NIO icon
60
NIO
NIO
$12.2B
$565K 0.33%
+110,782
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$122B
$565K 0.33%
8,555
-388
GSOL
62
Grayscale Solana Staking ETF
GSOL
$102M
$552K 0.33%
+60,652
XLP icon
63
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$546K 0.32%
7,029
+1,858
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.09T
$546K 0.32%
1,086
+49
RDVY icon
65
First Trust Rising Dividend Achievers ETF
RDVY
$24.1B
$545K 0.32%
7,843
+568
XLU icon
66
State Street Utilities Select Sector SPDR ETF
XLU
$23.7B
$542K 0.32%
12,702
+2,600
HOOD icon
67
Robinhood
HOOD
$102B
$541K 0.32%
4,781
+413
META icon
68
Meta Platforms (Facebook)
META
$1.56T
$534K 0.32%
809
+1
BFH icon
69
Bread Financial
BFH
$4.14B
$527K 0.31%
+7,123
REVG
70
DELISTED
REV Group
REVG
$522K 0.31%
+8,582
CNR
71
Core Natural Resources Inc
CNR
$3.99B
$521K 0.31%
5,889
+775
JBHT icon
72
JB Hunt Transport Services
JBHT
$25.9B
$515K 0.3%
+2,651
FOX icon
73
Fox Class B
FOX
$20.7B
$514K 0.3%
+7,921
PM icon
74
Philip Morris
PM
$293B
$511K 0.3%
3,187
+16
CMCSA icon
75
Comcast
CMCSA
$83.6B
$509K 0.3%
+17,039
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3
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