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
251
$6K ﹤0.01%
+69
252
$6K ﹤0.01%
+111
253
$6K ﹤0.01%
+24
254
$6K ﹤0.01%
+26
255
$6K ﹤0.01%
+25
256
$5K ﹤0.01%
+270
257
$5K ﹤0.01%
+34
258
$5K ﹤0.01%
+85
259
$5K ﹤0.01%
+200
260
$5K ﹤0.01%
+46
261
$5K ﹤0.01%
+36
262
$5K ﹤0.01%
+34
263
$5K ﹤0.01%
+109
264
$5K ﹤0.01%
+31
265
$5K ﹤0.01%
+180
266
$5K ﹤0.01%
+32
267
$5K ﹤0.01%
+187
268
$5K ﹤0.01%
+60
269
$5K ﹤0.01%
+85
270
$5K ﹤0.01%
64
+46
271
$5K ﹤0.01%
+235
272
$5K ﹤0.01%
+26
273
$5K ﹤0.01%
+60
274
$5K ﹤0.01%
+27
275
$5K ﹤0.01%
+46
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