EWA
Exit Wealth Advisors Portfolio holdings
AUM
$194M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$194M
AUM Growth
+$25M
(+15%)
Holding
165
Top Buys
| 1 | +$34.7M | |
| 2 | +$9.12M | |
| 3 | +$2.7M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.55M |
| 5 |
Chevron
CVX
|
+$2.44M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$2.74M | |
| 3 | +$2.72M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.28M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
JB Hunt Transport Services
JBHT
$24.4B
| – | – |
-2,651
|
|
||
152
Coca-Cola
KO
$351B
| – | – |
-4,344
|
|
||
153
Kroger
KR
$41.5B
| – | – |
-6,637
|
|
||
154
iShares MBS ETF
MBB
$38B
| – | – |
-8,919
|
|
||
155
MPLX
MPLX
$57.3B
| – | – |
-41,346
|
|
||
156
NIO
NIO
$13B
| – | – |
-110,782
|
|
||
157
Pinduoduo
PDD
$135B
| – | – |
-5,974
|
|
||
|
REVG
158
DELISTED
REV Group
REVG
| – | – |
-8,582
|
|
||
159
Boston Beer
SAM
$1.98B
| – | – |
-6,243
|
|
||
160
Sea Limited
SE
$53.5B
| – | – |
-5,295
|
|
||
161
SolarEdge
SEDG
$3.77B
| – | – |
-28,243
|
|
||
162
Spotify
SPOT
$107B
| – | – |
-1,311
|
|
||
163
StoneCo
STNE
$2.68B
| – | – |
-43,016
|
|
||
164
Strive 500 ETF
STRV
$1.1B
| – | – |
-9,019
|
|
||
165
Supernus Pharmaceuticals
SUPN
$2.8B
| – | – |
-8,651
|
|