Asset Manager
← All Institutions
Exit Wealth Advisors, LLC.
Market Value
$0
-100.0%
Holdings
123
-38
New Purchases
0
Added To
0
Closed
123
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 27 | $0 | 0% |
| Large Cap | 58 | $0 | 0% |
| Mid Cap | 24 | $0 | 0% |
| Small Cap | 10 | $0 | 0% |
| Micro Cap | 4 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$347.7B
Median Market Cap
$38.7B
Avg P/E
37.2
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
71
# ETFs / Funds
52
Top Holdings (123 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | —% | — | — | — | -$476K | -1,385 | -100.0% | SOLD |
| 2 | XOM | —% | — | — | — | -$331K | -2,751 | -100.0% | SOLD |
| 3 | CNR | —% | — | — | — | -$521K | -5,889 | -100.0% | SOLD |
| 4 | TDC | —% | — | — | — | -$652K | -21,435 | -100.0% | SOLD |
| 5 | SE | —% | — | — | — | -$675K | -5,295 | -100.0% | SOLD |
| 6 | INSP | —% | — | — | — | -$1M | -16,230 | -100.0% | SOLD |
| 7 | TME | —% | — | — | — | -$631K | -35,994 | -100.0% | SOLD |
| 8 | ANET | —% | — | — | — | -$2M | -15,503 | -100.0% | SOLD |
| 9 | BFH | —% | — | — | — | -$527K | -7,123 | -100.0% | SOLD |
| 10 | VVX | —% | — | — | — | -$1M | -22,761 | -100.0% | SOLD |
| 11 | FNV | —% | — | — | — | -$209K | -1,006 | -100.0% | SOLD |
| 12 | SPOT | —% | — | — | — | -$761K | -1,311 | -100.0% | SOLD |
| 13 | MPLX | —% | — | — | — | -$2M | -41,346 | -100.0% | SOLD |
| 14 | AMD | —% | — | — | — | -$496K | -2,317 | -100.0% | SOLD |
| 15 | NIO | —% | — | — | — | -$565K | -110,782 | -100.0% | SOLD |
| 16 | BTI | —% | — | — | — | -$411K | -7,257 | -100.0% | SOLD |
| 17 | MO | —% | — | — | — | -$3M | -44,691 | -100.0% | SOLD |
| 18 | VIRT | —% | — | — | — | -$1M | -38,331 | -100.0% | SOLD |
| 19 | KO | —% | — | — | — | -$304K | -4,344 | -100.0% | SOLD |
| 20 | VIPS | —% | — | — | — | -$452K | -25,527 | -100.0% | SOLD |
| 21 | IBM | —% | — | — | — | -$426K | -1,439 | -100.0% | SOLD |
| 22 | PM | —% | — | — | — | -$511K | -3,187 | -100.0% | SOLD |
| 23 | JPM | —% | — | — | — | -$212K | -657 | -100.0% | SOLD |
| 24 | V | —% | — | — | — | -$201K | -573 | -100.0% | SOLD |
| 25 | WRB | —% | — | — | — | -$202K | -2,880 | -100.0% | SOLD |
| 26 | FOX | —% | — | — | — | -$514K | -7,921 | -100.0% | SOLD |
| 27 | ATKR | —% | — | — | — | -$1M | -18,812 | -100.0% | SOLD |
| 28 | MRK | —% | — | — | — | -$216K | -2,051 | -100.0% | SOLD |
| 29 | JNJ | —% | — | — | — | -$239K | -1,156 | -100.0% | SOLD |
| 30 | CLS | —% | — | — | — | -$758K | -2,563 | -100.0% | SOLD |
| 31 | KR | —% | — | — | — | -$415K | -6,637 | -100.0% | SOLD |
| 32 | SAM | —% | — | — | — | -$1M | -6,243 | -100.0% | SOLD |
| 33 | BMNR | —% | — | — | — | -$329K | -12,131 | -100.0% | SOLD |
| 34 | RTX | —% | — | — | — | -$257K | -1,401 | -100.0% | SOLD |
| 35 | VNT | —% | — | — | — | -$458K | -12,324 | -100.0% | SOLD |
| 36 | STRV | —% | — | — | — | -$398K | -9,019 | -100.0% | SOLD |
| 37 | HOOD | —% | — | — | — | -$541K | -4,781 | -100.0% | SOLD |
| 38 | BMY | —% | — | — | — | -$2M | -45,996 | -100.0% | SOLD |
| 39 | GS | —% | — | — | — | -$227K | -258 | -100.0% | SOLD |
| 40 | MEDP | —% | — | — | — | -$2M | -4,249 | -100.0% | SOLD |
| 41 | LRCX | —% | — | — | — | -$2M | -13,176 | -100.0% | SOLD |
| 42 | GILD | —% | — | — | — | -$212K | -1,725 | -100.0% | SOLD |
| 43 | AMZN | —% | — | — | — | -$4M | -17,412 | -100.0% | SOLD |
| 44 | JBHT | —% | — | — | — | -$515K | -2,651 | -100.0% | SOLD |
| 45 | AAPL | —% | — | — | — | -$6M | -22,538 | -100.0% | SOLD |
| 46 | COIN | —% | — | — | — | -$628K | -2,778 | -100.0% | SOLD |
| 47 | MBB | —% | — | — | — | -$849K | -8,919 | -100.0% | SOLD |
| 48 | CRWD | —% | — | — | — | -$395K | -843 | -100.0% | SOLD |
| 49 | META | —% | — | — | — | -$534K | -809 | -100.0% | SOLD |
| 50 | ADBE | —% | — | — | — | -$2M | -6,172 | -100.0% | SOLD |
| 51 | RSP | —% | — | — | — | -$1M | -6,216 | -100.0% | SOLD |
| 52 | DFEV | —% | — | — | — | -$221K | -6,539 | -100.0% | SOLD |
| 53 | AIRR | —% | — | — | — | -$317K | -3,221 | -100.0% | SOLD |
| 54 | BTC | —% | — | — | — | -$5M | -120,890 | -100.0% | SOLD |
| 55 | HYG | —% | — | — | — | -$2M | -28,320 | -100.0% | SOLD |
| 56 | GBTC | —% | — | — | — | -$1M | -15,706 | -100.0% | SOLD |
| 57 | NFE | —% | — | — | — | -$19K | -16,400 | -100.0% | SOLD |
| 58 | LQD | —% | — | — | — | -$2M | -18,932 | -100.0% | SOLD |
| 59 | IYR | —% | — | — | — | -$683K | -7,270 | -100.0% | SOLD |
| 60 | SHOP | —% | — | — | — | -$281K | -1,744 | -100.0% | SOLD |
| 61 | PSLV | —% | — | — | — | -$3M | -122,694 | -100.0% | SOLD |
| 62 | SEDG | —% | — | — | — | -$815K | -28,243 | -100.0% | SOLD |
| 63 | IAU | —% | — | — | — | -$9M | -114,750 | -100.0% | SOLD |
| 64 | GLD | —% | — | — | — | -$336K | -849 | -100.0% | SOLD |
| 65 | QQQM | —% | — | — | — | -$451K | -1,783 | -100.0% | SOLD |
| 66 | STNE | —% | — | — | — | -$636K | -43,016 | -100.0% | SOLD |
| 67 | VGT | —% | — | — | — | -$364K | -483 | -100.0% | SOLD |
| 68 | CMCSA | —% | — | — | — | -$509K | -17,039 | -100.0% | SOLD |
| 69 | CEG | —% | — | — | — | -$208K | -590 | -100.0% | SOLD |
| 70 | CINF | —% | — | — | — | -$299K | -1,830 | -100.0% | SOLD |
| 71 | ETH | —% | — | — | — | -$797K | -28,400 | -100.0% | SOLD |
| 72 | PDD | —% | — | — | — | -$677K | -5,974 | -100.0% | SOLD |
| 73 | AMLP | —% | — | — | — | -$1M | -24,255 | -100.0% | SOLD |
| 74 | IBIT | —% | — | — | — | -$355K | -7,142 | -100.0% | SOLD |
| 75 | IGLD | —% | — | — | — | -$260K | -10,410 | -100.0% | SOLD |
| 76 | BITB | —% | — | — | — | -$730K | -15,352 | -100.0% | SOLD |
| 77 | ILF | —% | — | — | — | -$3M | -113,759 | -100.0% | SOLD |
| 78 | IJH | —% | — | — | — | -$565K | -8,555 | -100.0% | SOLD |
| 79 | TIGR | —% | — | — | — | -$814K | -85,116 | -100.0% | SOLD |
| 80 | SUPN | —% | — | — | — | -$430K | -8,651 | -100.0% | SOLD |
| 81 | WDC | —% | — | — | — | -$2M | -13,309 | -100.0% | SOLD |
| 82 | WMT | —% | — | — | — | -$324K | -2,904 | -100.0% | SOLD |
| 83 | DFIV | —% | — | — | — | -$224K | -4,490 | -100.0% | SOLD |
| 84 | AAAU | —% | — | — | — | -$1M | -31,334 | -100.0% | SOLD |
| 85 | EPI | —% | — | — | — | -$375K | -8,110 | -100.0% | SOLD |
| 86 | GOOGL | —% | — | — | — | -$2M | -5,356 | -100.0% | SOLD |
| 87 | GOOG | —% | — | — | — | -$2M | -5,456 | -100.0% | SOLD |
| 88 | DBB | —% | — | — | — | -$245K | -10,678 | -100.0% | SOLD |
| 89 | PPA | —% | — | — | — | -$291K | -1,859 | -100.0% | SOLD |
| 90 | BIL | —% | — | — | — | -$12M | -132,744 | -100.0% | SOLD |
| 91 | IVE | —% | — | — | — | -$465K | -2,193 | -100.0% | SOLD |
| 92 | ITOT | —% | — | — | — | -$693K | -4,659 | -100.0% | SOLD |
| 93 | MSFT | —% | — | — | — | -$8M | -16,051 | -100.0% | SOLD |
| 94 | QQQ | —% | — | — | — | -$4M | -6,655 | -100.0% | SOLD |
| 95 | NVDA | —% | — | — | — | -$5M | -28,854 | -100.0% | SOLD |
| 96 | RDVY | —% | — | — | — | -$545K | -7,843 | -100.0% | SOLD |
| 97 | TSLA | —% | — | — | — | -$10M | -21,396 | -100.0% | SOLD |
| 98 | UUP | —% | — | — | — | -$2M | -73,603 | -100.0% | SOLD |
| 99 | TIP | —% | — | — | — | -$911K | -8,290 | -100.0% | SOLD |
| 100 | SLV | —% | — | — | — | -$6M | -85,477 | -100.0% | SOLD |