EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+46
227
$6K ﹤0.01%
+88
228
$6K ﹤0.01%
+37
229
$6K ﹤0.01%
+65
230
$6K ﹤0.01%
+101
231
$6K ﹤0.01%
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232
$6K ﹤0.01%
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233
$6K ﹤0.01%
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234
$6K ﹤0.01%
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235
$6K ﹤0.01%
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236
$6K ﹤0.01%
616
+615
237
$6K ﹤0.01%
43
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238
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+7
239
$6K ﹤0.01%
+131
240
$6K ﹤0.01%
+81
241
$6K ﹤0.01%
+611
242
$6K ﹤0.01%
+101
243
$6K ﹤0.01%
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244
$6K ﹤0.01%
+119
245
$6K ﹤0.01%
+50
246
$6K ﹤0.01%
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247
$6K ﹤0.01%
200
+190
248
$6K ﹤0.01%
+48
249
$6K ﹤0.01%
+288
250
$6K ﹤0.01%
+65
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