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
301
$10K ﹤0.01%
175
-17
302
$10K ﹤0.01%
9
+8
303
$10K ﹤0.01%
128
+80
304
$10K ﹤0.01%
56
-19
305
$10K ﹤0.01%
48
-70
306
$10K ﹤0.01%
66
+29
307
$10K ﹤0.01%
19
+1
308
$10K ﹤0.01%
39
+15
309
$9K ﹤0.01%
+550
310
$9K ﹤0.01%
+2,959
311
$9K ﹤0.01%
81
+16
312
$9K ﹤0.01%
+158
313
$9K ﹤0.01%
697
+633
314
$9K ﹤0.01%
+200
315
$9K ﹤0.01%
+148
316
$9K ﹤0.01%
78
+2
317
$9K ﹤0.01%
+1,656
318
$9K ﹤0.01%
381
+346
319
$9K ﹤0.01%
721
320
$9K ﹤0.01%
+102
321
$9K ﹤0.01%
+104
322
$9K ﹤0.01%
+372
323
$9K ﹤0.01%
132
+7
324
$9K ﹤0.01%
4,291
+4,260
325
$9K ﹤0.01%
171
-76
11 12
13
14 15