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
326
$8K ﹤0.01%
37
+4
327
$8K ﹤0.01%
28
+2
328
$8K ﹤0.01%
56
+4
329
$8K ﹤0.01%
43
-15
330
$8K ﹤0.01%
+90
331
$8K ﹤0.01%
+137
332
$8K ﹤0.01%
73
-63
333
$8K ﹤0.01%
46
-36
334
$8K ﹤0.01%
+77
335
$8K ﹤0.01%
+346
336
$8K ﹤0.01%
44
+23
337
$8K ﹤0.01%
39
+4
338
$8K ﹤0.01%
71
+20
339
$8K ﹤0.01%
42
+6
340
$8K ﹤0.01%
+812
341
$8K ﹤0.01%
143
-42
342
$8K ﹤0.01%
+89
343
$8K ﹤0.01%
69
-47
344
$7K ﹤0.01%
37
+4
345
$7K ﹤0.01%
73
-19
346
$7K ﹤0.01%
+794
347
$7K ﹤0.01%
+150
348
$7K ﹤0.01%
92
+4
349
$7K ﹤0.01%
78
+23
350
$7K ﹤0.01%
+22
12 13
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