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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K ﹤0.01%
117
+52
252
$15K ﹤0.01%
64
-30
253
$15K ﹤0.01%
154
-186
254
$15K ﹤0.01%
204
+192
255
$14K ﹤0.01%
+232
256
$14K ﹤0.01%
29
+1
257
$14K ﹤0.01%
+2,578
258
$14K ﹤0.01%
906
+797
259
$14K ﹤0.01%
86
+79
260
$14K ﹤0.01%
+995
261
$13K ﹤0.01%
240
-22
262
$13K ﹤0.01%
+599
263
$13K ﹤0.01%
246
-487
264
$13K ﹤0.01%
+177
265
$12K ﹤0.01%
+35
266
$12K ﹤0.01%
202
+37
267
$12K ﹤0.01%
579
+523
268
$12K ﹤0.01%
+370
269
$12K ﹤0.01%
199
-129
270
$12K ﹤0.01%
+199
271
$12K ﹤0.01%
303
+111
272
$12K ﹤0.01%
95
-98
273
$12K ﹤0.01%
1,195
+1,085
274
$12K ﹤0.01%
228
-64
275
$12K ﹤0.01%
58
+32
9 10
11
12 13