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
1
$8.75M 5.83%
+19,670
2
$8.17M 5.45%
+15,770
3
$7.88M 5.26%
+108,342
4
$6.77M 4.52%
+73,784
5
$5.99M 4%
+141,407
6
$4.9M 3.27%
+26,258
7
$3.83M 2.55%
+15,042
8
$3.66M 2.44%
+16,659
9
$3.6M 2.4%
+71,576
10
$3.38M 2.26%
+33,890
11
$3.23M 2.15%
+5,378
12
$3.1M 2.07%
+107,188
13
$3.09M 2.06%
+47,897
14
$3.08M 2.05%
+20,702
15
$2.93M 1.95%
+15,444
16
$2.34M 1.56%
+56,678
17
$2.15M 1.43%
+14,734
18
$2.1M 1.4%
+9,802
19
$2M 1.34%
+127,599
20
$1.93M 1.29%
+3,160
21
$1.85M 1.24%
+5,427
22
$1.84M 1.22%
+27,279
23
$1.7M 1.13%
+7,818
24
$1.68M 1.12%
+52,374
25
$1.68M 1.12%
+7,069
1
2 3 4 5