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

Top Buys

1
+$63.4M
2
+$39.5M
3
+$19.5M
4
GLD icon
SPDR Gold Trust
GLD
+$9.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.25M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.5M
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
+$10.6M

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
251
$6K ﹤0.01%
+148
252
$6K ﹤0.01%
+100
253
$6K ﹤0.01%
+36
254
$6K ﹤0.01%
43
255
$6K ﹤0.01%
134
+3
256
$6K ﹤0.01%
+335
257
$6K ﹤0.01%
1,480
-44,240
258
$6K ﹤0.01%
25
259
$6K ﹤0.01%
88
260
$6K ﹤0.01%
46
261
$6K ﹤0.01%
252
+65
262
$6K ﹤0.01%
+80
263
$6K ﹤0.01%
48
+16
264
$6K ﹤0.01%
+91
265
$5K ﹤0.01%
+25
266
$5K ﹤0.01%
25
267
$5K ﹤0.01%
+140
268
$5K ﹤0.01%
32
269
$5K ﹤0.01%
46
270
$5K ﹤0.01%
26
271
$5K ﹤0.01%
+147
272
$5K ﹤0.01%
+63
273
$5K ﹤0.01%
50
+4
274
$5K ﹤0.01%
+175
275
$5K ﹤0.01%
217
-4,034
9 10
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