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
301
$15K ﹤0.01%
710
302
$15K ﹤0.01%
71
+45
303
$15K ﹤0.01%
400
304
$15K ﹤0.01%
398
305
$15K ﹤0.01%
120
306
$15K ﹤0.01%
92
307
$14K ﹤0.01%
+553
308
$14K ﹤0.01%
19
+9
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553
-135
310
$14K ﹤0.01%
449
311
$14K ﹤0.01%
83
+45
312
$14K ﹤0.01%
47
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$14K ﹤0.01%
266
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$14K ﹤0.01%
330
315
$14K ﹤0.01%
215
-79
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$13K ﹤0.01%
528
317
$13K ﹤0.01%
95
-18
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$13K ﹤0.01%
+76
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$13K ﹤0.01%
578
320
$13K ﹤0.01%
124
321
$13K ﹤0.01%
26
+22
322
$13K ﹤0.01%
42
+14
323
$13K ﹤0.01%
130
324
$13K ﹤0.01%
283
325
$12K ﹤0.01%
1,319
+512
11 12
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14 15