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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
+81
277
$12K ﹤0.01%
+95
278
$12K ﹤0.01%
+541
279
$11K ﹤0.01%
+230
280
$11K ﹤0.01%
129
+40
281
$11K ﹤0.01%
82
-50
282
$11K ﹤0.01%
284
+139
283
$11K ﹤0.01%
43
+6
284
$11K ﹤0.01%
207
-244
285
$11K ﹤0.01%
31
+3
286
$11K ﹤0.01%
95
-47
287
$11K ﹤0.01%
+82
288
$11K ﹤0.01%
198
-209
289
$11K ﹤0.01%
+105
290
$11K ﹤0.01%
+166
291
$11K ﹤0.01%
69
-110
292
$11K ﹤0.01%
47
-29
293
$11K ﹤0.01%
+173
294
$10K ﹤0.01%
308
+280
295
$10K ﹤0.01%
1,067
-86,883
296
$10K ﹤0.01%
47
-35
297
$10K ﹤0.01%
+719
298
$10K ﹤0.01%
80
+3
299
$10K ﹤0.01%
84
+38
300
$10K ﹤0.01%
+147
10 11
12
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