EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
896
+520
252
$25K 0.01%
1,381
-247
253
$24K 0.01%
480
254
$24K 0.01%
472
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255
$24K 0.01%
8,006
256
$24K 0.01%
+308
257
$24K 0.01%
370
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258
$23K 0.01%
+1,892
259
$23K 0.01%
420
+51
260
$22K 0.01%
87
261
$22K 0.01%
5,298
262
$22K 0.01%
230
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263
$22K 0.01%
715
264
$21K 0.01%
93
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265
$21K 0.01%
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266
$21K 0.01%
346
267
$21K 0.01%
1,335
+1,109
268
$21K 0.01%
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269
$19K 0.01%
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270
$19K 0.01%
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271
$19K 0.01%
201
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272
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49
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273
$19K 0.01%
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274
$19K 0.01%
53
275
$19K 0.01%
575
9 10
11
12 13