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
301
$4K ﹤0.01%
+47
302
$4K ﹤0.01%
+62
303
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+13
304
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+4
305
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307
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308
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310
$4K ﹤0.01%
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311
$4K ﹤0.01%
+46
312
$4K ﹤0.01%
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$4K ﹤0.01%
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314
$4K ﹤0.01%
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315
$4K ﹤0.01%
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316
$4K ﹤0.01%
+22
317
$4K ﹤0.01%
+25
318
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319
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+150
320
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+40
321
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322
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+106
323
$3K ﹤0.01%
+22
324
$3K ﹤0.01%
+40
325
$3K ﹤0.01%
+20
11 12
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