EWA

Exit Wealth Advisors Portfolio holdings

AUM $169M
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 IDX UT
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 Financials 3.77%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
76
Advanced Micro Devices
AMD
$326B
$496K 0.29%
2,317
+150
EBAY icon
77
eBay
EBAY
$39.8B
$480K 0.28%
+5,509
HD icon
78
Home Depot
HD
$381B
$476K 0.28%
1,385
+5
IVE icon
79
iShares S&P 500 Value ETF
IVE
$50.1B
$465K 0.27%
2,193
-494
VNT icon
80
Vontier
VNT
$5.8B
$458K 0.27%
+12,324
VIPS icon
81
Vipshop
VIPS
$8.73B
$452K 0.27%
+25,527
QQQM icon
82
Invesco NASDAQ 100 ETF
QQQM
$72B
$451K 0.27%
1,783
-29
SUPN icon
83
Supernus Pharmaceuticals
SUPN
$2.92B
$430K 0.25%
+8,651
POWI icon
84
Power Integrations
POWI
$2.53B
$429K 0.25%
+12,074
IBM icon
85
IBM
IBM
$240B
$426K 0.25%
1,439
+5
KR icon
86
Kroger
KR
$42B
$415K 0.25%
6,637
+1,230
BTI icon
87
British American Tobacco
BTI
$135B
$411K 0.24%
7,257
+59
TBIL
88
F/m US Treasury 3 Month Bill Fund
TBIL
$6.37B
$405K 0.24%
+8,116
PLTR icon
89
Palantir
PLTR
$322B
$402K 0.24%
2,264
-69
STRV icon
90
Strive 500 ETF
STRV
$1.03B
$398K 0.24%
9,019
+25
CRWD icon
91
CrowdStrike
CRWD
$98B
$395K 0.23%
843
+8
EPI icon
92
WisdomTree India Earnings Fund ETF
EPI
$2.71B
$375K 0.22%
8,110
VGT icon
93
Vanguard Information Technology ETF
VGT
$111B
$364K 0.22%
483
+54
IBIT icon
94
iShares Bitcoin Trust
IBIT
$51.8B
$355K 0.21%
7,142
-15,679
GLD icon
95
SPDR Gold Trust
GLD
$176B
$336K 0.2%
849
+150
GDX icon
96
VanEck Gold Miners ETF
GDX
$33.5B
$331K 0.2%
3,860
-4,133
XOM icon
97
Exxon Mobil
XOM
$615B
$331K 0.2%
2,751
-54
BMNR
98
BitMine Immersion Technologies
BMNR
$9.16B
$329K 0.19%
+12,131
WMT icon
99
Walmart Inc
WMT
$980B
$324K 0.19%
2,904
-317
SSK
100
REX-Osprey SOL + Staking ETF
SSK
$90.7M
$319K 0.19%
16,725
-35,649
2 3
4
5 6