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
326
$12K ﹤0.01%
+4,282
327
$12K ﹤0.01%
78
328
$12K ﹤0.01%
108
+4
329
$12K ﹤0.01%
116
+40
330
$12K ﹤0.01%
37
331
$12K ﹤0.01%
+250
332
$12K ﹤0.01%
136
333
$12K ﹤0.01%
77
334
$12K ﹤0.01%
175
335
$12K ﹤0.01%
68
336
$11K ﹤0.01%
67
337
$11K ﹤0.01%
184
+16
338
$11K ﹤0.01%
+272
339
$11K ﹤0.01%
119
340
$11K ﹤0.01%
1,125
341
$11K ﹤0.01%
56
+3
342
$11K ﹤0.01%
486
+115
343
$11K ﹤0.01%
285
+5
344
$11K ﹤0.01%
+80
345
$11K ﹤0.01%
653
346
$10K ﹤0.01%
176
347
$10K ﹤0.01%
3,630
348
$10K ﹤0.01%
83
+17
349
$10K ﹤0.01%
267
350
$10K ﹤0.01%
245
12 13
14
15 16