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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+25
277
$5K ﹤0.01%
+49
278
$5K ﹤0.01%
+31
279
$4K ﹤0.01%
+132
280
$4K ﹤0.01%
+95
281
$4K ﹤0.01%
+33
282
$4K ﹤0.01%
+55
283
$4K ﹤0.01%
+49
284
$4K ﹤0.01%
+12
285
$4K ﹤0.01%
+46
286
$4K ﹤0.01%
+33
287
$4K ﹤0.01%
+33
288
$4K ﹤0.01%
+110
289
$4K ﹤0.01%
+8
290
$4K ﹤0.01%
+36
291
$4K ﹤0.01%
+38
292
$4K ﹤0.01%
+43
293
$4K ﹤0.01%
+29
294
$4K ﹤0.01%
+20
295
$4K ﹤0.01%
+68
296
$4K ﹤0.01%
+57
297
$4K ﹤0.01%
+57
298
$4K ﹤0.01%
+21
299
$4K ﹤0.01%
+32
300
$4K ﹤0.01%
+86
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