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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+103
227
$7K ﹤0.01%
59
+26
228
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33
+6
229
$7K ﹤0.01%
75
+48
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$7K ﹤0.01%
48
231
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+35
232
$7K ﹤0.01%
35
-41
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$7K ﹤0.01%
53
234
$7K ﹤0.01%
65
235
$7K ﹤0.01%
77
+3
236
$7K ﹤0.01%
56
-477
237
$7K ﹤0.01%
36
238
$7K ﹤0.01%
35
239
$7K ﹤0.01%
203
-1,724
240
$7K ﹤0.01%
164
+58
241
$6K ﹤0.01%
+100
242
$6K ﹤0.01%
+148
243
$6K ﹤0.01%
+145
244
$6K ﹤0.01%
69
245
$6K ﹤0.01%
+33
246
$6K ﹤0.01%
24
247
$6K ﹤0.01%
26
248
$6K ﹤0.01%
+100
249
$6K ﹤0.01%
+36
250
$6K ﹤0.01%
43
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