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
$194M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$9.12M
3
+$2.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.55M
5
CVX icon
Chevron
CVX
+$2.44M

Top Sells

1
+$10.9M
2
+$2.74M
3
+$2.72M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.28M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$2.22M

Sector Composition

1 Technology 14.05%
2 Consumer Discretionary 7.44%
3 Healthcare 3.43%
4 Consumer Staples 2.58%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BITB icon
76
Bitwise Bitcoin ETF
BITB
$2.91B
$463K 0.24%
12,569
-2,783
HD icon
77
Home Depot
HD
$312B
$457K 0.24%
1,390
+5
MEDP icon
78
Medpace
MEDP
$12.4B
$445K 0.23%
927
-3,322
IGLD icon
79
FT Vest Gold Strategy Target Income ETF
IGLD
$577M
$443K 0.23%
17,361
+6,951
BTI icon
80
British American Tobacco
BTI
$141B
$431K 0.22%
7,364
+107
HOOD icon
81
Robinhood
HOOD
$66.3B
$409K 0.21%
5,902
+1,121
GLD icon
82
SPDR Gold Trust
GLD
$151B
$408K 0.21%
949
+100
R icon
83
Ryder
R
$9.44B
$398K 0.2%
+1,942
AIRR icon
84
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.2B
$397K 0.2%
3,588
+367
ETHE
85
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
$396K 0.2%
23,214
-1,508
VOD icon
86
Vodafone
VOD
$34.4B
$389K 0.2%
+25,887
TLH icon
87
iShares 10-20 Year Treasury Bond ETF
TLH
$12.1B
$387K 0.2%
3,844
+1,478
IBM icon
88
IBM
IBM
$239B
$365K 0.19%
1,506
+67
FOX icon
89
Fox Class B
FOX
$24.1B
$363K 0.19%
6,836
-1,085
WMT icon
90
Walmart Inc
WMT
$959B
$362K 0.19%
2,912
+8
DLTR icon
91
Dollar Tree
DLTR
$18.5B
$358K 0.18%
+3,266
PLTR icon
92
Palantir
PLTR
$328B
$341K 0.18%
2,332
+68
VGT icon
93
Vanguard Information Technology ETF
VGT
$140B
$339K 0.17%
3,880
+16
GDX icon
94
VanEck Gold Miners ETF
GDX
$25.9B
$336K 0.17%
3,665
-195
CRWD icon
95
CrowdStrike
CRWD
$169B
$334K 0.17%
855
+12
CINF icon
96
Cincinnati Financial
CINF
$26B
$289K 0.15%
1,839
+9
QUAL icon
97
iShares MSCI USA Quality Factor ETF
QUAL
$51.9B
$282K 0.15%
1,472
+3
RTX icon
98
RTX Corp
RTX
$238B
$281K 0.14%
1,455
+54
JNJ icon
99
Johnson & Johnson
JNJ
$564B
$279K 0.14%
1,139
-17
EPI icon
100
WisdomTree India Earnings Fund ETF
EPI
$2.16B
$273K 0.14%
6,693
-1,417
2 3
4
5 6