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
101
$321K 0.21%
+3,432
102
$316K 0.21%
+2,805
103
$298K 0.2%
+3,081
104
$285K 0.19%
+1,465
105
$272K 0.18%
+844
106
$263K 0.18%
+6,736
107
$257K 0.17%
+10,739
108
$256K 0.17%
+2,010
109
$248K 0.17%
+699
110
$243K 0.16%
+5,448
111
$234K 0.16%
+1,396
112
$224K 0.15%
+1,006
113
$224K 0.15%
+2,254
114
$220K 0.15%
+2,876
115
$218K 0.15%
+512
116
$215K 0.14%
+1,162
117
$215K 0.14%
+5,977
118
$208K 0.14%
+225
119
$207K 0.14%
+6,500
120
$206K 0.14%
+258
121
$206K 0.14%
+4,456
122
$203K 0.14%
+615
123
$146K 0.1%
+30,534
124
$169 ﹤0.01%
+10,000
1 2 3 4
5