EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TEVA icon
226
Teva Pharmaceuticals
TEVA
$21.7B
-230
Closed -$2K
TFC icon
227
Truist Financial
TFC
$60B
-721
Closed -$42K
TFX icon
228
Teleflex
TFX
$5.78B
-29
Closed -$11K
TGT icon
229
Target
TGT
$42.3B
-80
Closed -$18K
TIP icon
230
iShares TIPS Bond ETF
TIP
$13.6B
-360
Closed -$46K
TJX icon
231
TJX Companies
TJX
$155B
-134
Closed -$9K
TMO icon
232
Thermo Fisher Scientific
TMO
$186B
-111
Closed -$63K
TMUS icon
233
T-Mobile US
TMUS
$284B
-43
Closed -$5K
TNA icon
234
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
-1,205
Closed -$100K
TNDM icon
235
Tandem Diabetes Care
TNDM
$850M
-52
Closed -$6K
TNL icon
236
Travel + Leisure Co
TNL
$4.08B
-606
Closed -$33K
TROW icon
237
T Rowe Price
TROW
$23.8B
-58
Closed -$11K
TSCO icon
238
Tractor Supply
TSCO
$32.1B
-80
Closed -$3K
TSM icon
239
TSMC
TSM
$1.26T
-408
Closed -$46K
TSN icon
240
Tyson Foods
TSN
$20B
-35
Closed -$3K
TT icon
241
Trane Technologies
TT
$92.1B
-226
Closed -$39K
TTD icon
242
Trade Desk
TTD
$25.5B
-2,556
Closed -$180K
TTWO icon
243
Take-Two Interactive
TTWO
$44.2B
-19
Closed -$3K
TVTX icon
244
Travere Therapeutics
TVTX
$1.93B
-212
Closed -$5K
TXN icon
245
Texas Instruments
TXN
$171B
-579
Closed -$111K
UA icon
246
Under Armour Class C
UA
$2.13B
-182
Closed -$3K
WY icon
247
Weyerhaeuser
WY
$18.9B
-108
Closed -$4K
UAA icon
248
Under Armour
UAA
$2.2B
-165
Closed -$3K
UAL icon
249
United Airlines
UAL
$34.5B
-173
Closed -$8K
UL icon
250
Unilever
UL
$158B
-925
Closed -$50K