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
326
$3K ﹤0.01%
+25
327
$3K ﹤0.01%
+148
328
$3K ﹤0.01%
+44
329
$3K ﹤0.01%
+67
330
$3K ﹤0.01%
+102
331
$3K ﹤0.01%
+225
332
$3K ﹤0.01%
+51
333
$3K ﹤0.01%
+50
334
$3K ﹤0.01%
+19
335
$3K ﹤0.01%
+133
336
$3K ﹤0.01%
+10
337
$3K ﹤0.01%
+189
338
$3K ﹤0.01%
+32
339
$3K ﹤0.01%
+66
340
$3K ﹤0.01%
+86
341
$3K ﹤0.01%
+55
342
$3K ﹤0.01%
+12
343
$3K ﹤0.01%
+20
344
$3K ﹤0.01%
+111
345
$3K ﹤0.01%
+28
346
$3K ﹤0.01%
+12
347
$3K ﹤0.01%
46
348
$3K ﹤0.01%
+36
349
$3K ﹤0.01%
+20
350
$3K ﹤0.01%
+35
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