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
351
$3K ﹤0.01%
+25
352
$3K ﹤0.01%
+18
353
$3K ﹤0.01%
+12
354
$3K ﹤0.01%
+30
355
$3K ﹤0.01%
+203
356
$3K ﹤0.01%
+41
357
$3K ﹤0.01%
+130
358
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+12
359
$3K ﹤0.01%
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360
$3K ﹤0.01%
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361
$3K ﹤0.01%
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362
$3K ﹤0.01%
+45
363
$3K ﹤0.01%
+115
364
$3K ﹤0.01%
+40
365
$3K ﹤0.01%
+83
366
$3K ﹤0.01%
+46
367
$3K ﹤0.01%
+44
368
$3K ﹤0.01%
+28
369
$3K ﹤0.01%
+103
370
$3K ﹤0.01%
+48
371
$3K ﹤0.01%
+19
372
$3K ﹤0.01%
+54
373
$3K ﹤0.01%
+30
374
$3K ﹤0.01%
+18
375
$3K ﹤0.01%
+88
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