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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
180
277
$5K ﹤0.01%
29
+9
278
$5K ﹤0.01%
85
279
$5K ﹤0.01%
69
+40
280
$5K ﹤0.01%
+51
281
$5K ﹤0.01%
+183
282
$5K ﹤0.01%
7
283
$5K ﹤0.01%
22
284
$5K ﹤0.01%
108
285
$5K ﹤0.01%
+1,735
286
$5K ﹤0.01%
217
-4,034
287
$5K ﹤0.01%
+175
288
$5K ﹤0.01%
50
+4
289
$5K ﹤0.01%
+63
290
$5K ﹤0.01%
+147
291
$5K ﹤0.01%
26
292
$5K ﹤0.01%
46
293
$5K ﹤0.01%
32
294
$5K ﹤0.01%
+140
295
$5K ﹤0.01%
25
296
$4K ﹤0.01%
+21
297
$4K ﹤0.01%
46
298
$4K ﹤0.01%
+48
299
$4K ﹤0.01%
+97
300
$4K ﹤0.01%
132
10 11
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