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
276
$19K 0.01%
300
277
$18K ﹤0.01%
88
+49
278
$18K ﹤0.01%
177
+30
279
$18K ﹤0.01%
97
280
$18K ﹤0.01%
76
281
$18K ﹤0.01%
845
282
$18K ﹤0.01%
832
283
$18K ﹤0.01%
103
284
$18K ﹤0.01%
+900
285
$17K ﹤0.01%
31
286
$17K ﹤0.01%
5
287
$17K ﹤0.01%
103
+2
288
$17K ﹤0.01%
334
289
$17K ﹤0.01%
+7,500
290
$17K ﹤0.01%
45
+3
291
$17K ﹤0.01%
455
292
$17K ﹤0.01%
1,000
+500
293
$16K ﹤0.01%
383
+193
294
$16K ﹤0.01%
+1,000
295
$16K ﹤0.01%
+5,377
296
$16K ﹤0.01%
136
-1,836
297
$16K ﹤0.01%
48
+36
298
$16K ﹤0.01%
68
299
$15K ﹤0.01%
3,597
300
$15K ﹤0.01%
+375
10 11
12
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