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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
128
-28
227
$20K 0.01%
209
-652
228
$20K 0.01%
190
+117
229
$19K ﹤0.01%
+366
230
$19K ﹤0.01%
109
+97
231
$19K ﹤0.01%
125
-12
232
$18K ﹤0.01%
100
-37
233
$18K ﹤0.01%
+498
234
$18K ﹤0.01%
76
-4
235
$18K ﹤0.01%
105
+50
236
$18K ﹤0.01%
96
+88
237
$18K ﹤0.01%
138
-2
238
$17K ﹤0.01%
+39
239
$17K ﹤0.01%
+58
240
$17K ﹤0.01%
+1,094
241
$17K ﹤0.01%
600
242
$17K ﹤0.01%
3,750
243
$17K ﹤0.01%
82
+47
244
$17K ﹤0.01%
44
+2
245
$17K ﹤0.01%
284
+108
246
$17K ﹤0.01%
762
+710
247
$16K ﹤0.01%
388
+248
248
$16K ﹤0.01%
+252
249
$16K ﹤0.01%
+129
250
$16K ﹤0.01%
195
+170
8 9
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