EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$39.5M
3
+$19.5M
4
GLD icon
SPDR Gold Trust
GLD
+$9.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.25M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.6M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
22
352
$3K ﹤0.01%
+89
353
$3K ﹤0.01%
+85
354
$3K ﹤0.01%
17
355
$3K ﹤0.01%
12
356
$3K ﹤0.01%
+39
357
$3K ﹤0.01%
22
358
$3K ﹤0.01%
25
359
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52
-547
360
$3K ﹤0.01%
44
361
$3K ﹤0.01%
21
-2,787
362
$3K ﹤0.01%
19
363
$3K ﹤0.01%
+47
364
$3K ﹤0.01%
48
-85
365
$3K ﹤0.01%
115
366
$3K ﹤0.01%
225
367
$3K ﹤0.01%
51
368
$3K ﹤0.01%
50
369
$3K ﹤0.01%
19
370
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133
371
$3K ﹤0.01%
21
-40
372
$3K ﹤0.01%
75
+21
373
$3K ﹤0.01%
32
374
$3K ﹤0.01%
+32
375
$3K ﹤0.01%
55
13 14
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16 17