EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MSI icon
326
Motorola Solutions
MSI
$79.8B
-38
Closed -$9K
PDBC icon
327
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.45B
-1,074,335
Closed -$22.6M
JD icon
328
JD.com
JD
$44.6B
-1,618
Closed -$117K
JNK icon
329
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
-41
Closed -$4K
JOF
330
Japan Smaller Capitalization Fund
JOF
$304M
-3,900
Closed -$35K
K icon
331
Kellanova
K
$27.8B
-898
Closed -$54K
KEYS icon
332
Keysight
KEYS
$28.9B
-27
Closed -$4K
KHC icon
333
Kraft Heinz
KHC
$32.3B
-1,463
Closed -$54K
KIM icon
334
Kimco Realty
KIM
$15.4B
-207
Closed -$4K
KLAC icon
335
KLA
KLAC
$119B
-20
Closed -$7K
KMB icon
336
Kimberly-Clark
KMB
$43.1B
-48
Closed -$6K
KNSL icon
337
Kinsale Capital Group
KNSL
$10.6B
-100
Closed -$16K
KO icon
338
Coca-Cola
KO
$292B
-1,509
Closed -$79K
KOD icon
339
Kodiak Sciences
KOD
$556M
-30
Closed -$3K
KR icon
340
Kroger
KR
$44.8B
-98
Closed -$4K
KWEB icon
341
KraneShares CSI China Internet ETF
KWEB
$8.55B
-52
Closed -$2K
LADR
342
Ladder Capital
LADR
$1.51B
-1,750
Closed -$19K
LEG icon
343
Leggett & Platt
LEG
$1.35B
-60
Closed -$3K
LFST icon
344
Lifestance Health
LFST
$2.09B
-258
Closed -$4K
LHX icon
345
L3Harris
LHX
$51B
-35
Closed -$8K
LIN icon
346
Linde
LIN
$220B
-76
Closed -$22K
LLY icon
347
Eli Lilly
LLY
$652B
-589
Closed -$136K
LMT icon
348
Lockheed Martin
LMT
$108B
-42
Closed -$14K
LNC icon
349
Lincoln National
LNC
$7.98B
-59
Closed -$4K
LOW icon
350
Lowe's Companies
LOW
$151B
-69
Closed -$14K