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%
52
-547
352
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44
353
$3K ﹤0.01%
21
-2,787
354
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19
355
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+47
356
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48
-85
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115
358
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225
359
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51
360
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50
361
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19
362
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133
363
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21
-40
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75
+21
365
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32
366
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+32
367
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55
368
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12
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370
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+31
371
$3K ﹤0.01%
12
372
$3K ﹤0.01%
+105
373
$3K ﹤0.01%
36
374
$3K ﹤0.01%
35
375
$3K ﹤0.01%
+51
13 14
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