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

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
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
+$10.8M

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%
134
+3
252
$6K ﹤0.01%
37
-41
253
$6K ﹤0.01%
70
254
$6K ﹤0.01%
60
255
$6K ﹤0.01%
+138
256
$6K ﹤0.01%
+91
257
$6K ﹤0.01%
48
+16
258
$6K ﹤0.01%
+80
259
$6K ﹤0.01%
252
+65
260
$6K ﹤0.01%
46
261
$6K ﹤0.01%
88
262
$6K ﹤0.01%
25
263
$6K ﹤0.01%
1,480
-44,240
264
$6K ﹤0.01%
+335
265
$5K ﹤0.01%
75
+53
266
$5K ﹤0.01%
4,000
267
$5K ﹤0.01%
+25
268
$5K ﹤0.01%
46
269
$5K ﹤0.01%
34
270
$5K ﹤0.01%
17
-225
271
$5K ﹤0.01%
+440
272
$5K ﹤0.01%
+370
273
$5K ﹤0.01%
64
274
$5K ﹤0.01%
85
275
$5K ﹤0.01%
410
+207
9 10
11
12 13