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
76
$440K 0.29%
+2,833
77
$427K 0.28%
+5,114
78
$426K 0.28%
+2,333
79
$424K 0.28%
+4,114
80
$409K 0.27%
+835
81
$408K 0.27%
+6,061
82
$405K 0.27%
+5,171
83
$405K 0.27%
+1,434
84
$404K 0.27%
+6,092
85
$393K 0.26%
+1,243
86
$389K 0.26%
+8,994
87
$386K 0.26%
+33,235
88
$382K 0.25%
+7,198
89
$381K 0.25%
+9,723
90
$376K 0.25%
+1,572
91
$371K 0.25%
+3,823
92
$364K 0.24%
+5,407
93
$358K 0.24%
+8,110
94
$357K 0.24%
+16,602
95
$353K 0.24%
+1,672
96
$351K 0.23%
+2,167
97
$342K 0.23%
+11,895
98
$342K 0.23%
+9,112
99
$337K 0.22%
+6,542
100
$332K 0.22%
+3,221
1 2 3
4
5