EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
75
+32
227
$7K ﹤0.01%
51
-212
228
$7K ﹤0.01%
32
-32
229
$7K ﹤0.01%
97
-469
230
$7K ﹤0.01%
79
+53
231
$7K ﹤0.01%
89
-165
232
$7K ﹤0.01%
185
+42
233
$7K ﹤0.01%
256
-306
234
$7K ﹤0.01%
405
+299
235
$6K ﹤0.01%
37
-45
236
$6K ﹤0.01%
42
-53
237
$6K ﹤0.01%
23
-286
238
$6K ﹤0.01%
+500
239
$6K ﹤0.01%
+1,000
240
$6K ﹤0.01%
62
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241
$6K ﹤0.01%
63
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242
$6K ﹤0.01%
107
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243
$6K ﹤0.01%
55
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244
$6K ﹤0.01%
49
+2
245
$6K ﹤0.01%
32
-15
246
$6K ﹤0.01%
+103
247
$6K ﹤0.01%
45
-60
248
$6K ﹤0.01%
40
+3
249
$6K ﹤0.01%
44
-2
250
$5K ﹤0.01%
+60
8 9
10
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