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
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
37
-63
252
$5K ﹤0.01%
47
-293
253
$5K ﹤0.01%
54
-1,050
254
$5K ﹤0.01%
+143
255
$5K ﹤0.01%
23
-16
256
$5K ﹤0.01%
168
+64
257
$5K ﹤0.01%
96
+35
258
$5K ﹤0.01%
366
+61
259
$5K ﹤0.01%
500
+467
260
$5K ﹤0.01%
159
+90
261
$5K ﹤0.01%
+384
262
$5K ﹤0.01%
200
+95
263
$5K ﹤0.01%
+155
264
$4K ﹤0.01%
145
-53
265
$4K ﹤0.01%
+400
266
$4K ﹤0.01%
41
-25
267
$4K ﹤0.01%
156
-15
268
$4K ﹤0.01%
+48
269
$4K ﹤0.01%
50
+11
270
$4K ﹤0.01%
39
-27
271
$4K ﹤0.01%
30
-26
272
$4K ﹤0.01%
+147
273
$4K ﹤0.01%
+148
274
$4K ﹤0.01%
105
+61
275
$4K ﹤0.01%
2,435
+1,110
9 10
11
12 13