EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
URI icon
251
United Rentals
URI
$62.7B
-27
Closed -$9K
VALE icon
252
Vale
VALE
$44.4B
-3,409
Closed -$48K
VCIT icon
253
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
-80
Closed -$8K
VGK icon
254
Vanguard FTSE Europe ETF
VGK
$26.9B
-1,700
Closed -$112K
VGSH icon
255
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
-822
Closed -$50K
VGT icon
256
Vanguard Information Technology ETF
VGT
$99.9B
-20
Closed -$8K
VHT icon
257
Vanguard Health Care ETF
VHT
$15.7B
-345
Closed -$85K
VLO icon
258
Valero Energy
VLO
$48.7B
-75
Closed -$5K
VMC icon
259
Vulcan Materials
VMC
$39B
-29
Closed -$5K
VNT icon
260
Vontier
VNT
$6.37B
-29
Closed -$1K
VOD icon
261
Vodafone
VOD
$28.5B
-4,300
Closed -$66K
VRSK icon
262
Verisk Analytics
VRSK
$37.8B
-18
Closed -$4K
VRSN icon
263
VeriSign
VRSN
$26.2B
-12
Closed -$2K
VRTX icon
264
Vertex Pharmaceuticals
VRTX
$102B
-121
Closed -$22K
VSTM icon
265
Verastem
VSTM
$663M
-167
Closed -$6K
VTR icon
266
Ventas
VTR
$30.9B
-97
Closed -$5K
VZ icon
267
Verizon
VZ
$187B
-2,383
Closed -$129K
WAB icon
268
Wabtec
WAB
$33B
-51
Closed -$4K
WBA
269
DELISTED
Walgreens Boots Alliance
WBA
-143
Closed -$7K
WEC icon
270
WEC Energy
WEC
$34.7B
-60
Closed -$5K
WELL icon
271
Welltower
WELL
$112B
-50
Closed -$4K
WEX icon
272
WEX
WEX
$5.87B
-52
Closed -$9K
WFC icon
273
Wells Fargo
WFC
$253B
-1,207
Closed -$56K
WFG icon
274
West Fraser Timber
WFG
$5.92B
-87
Closed -$7K
WMB icon
275
Williams Companies
WMB
$69.9B
-366
Closed -$9K