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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
50
+2
352
$7K ﹤0.01%
+230
353
$7K ﹤0.01%
+157
354
$7K ﹤0.01%
+103
355
$7K ﹤0.01%
+263
356
$7K ﹤0.01%
+45
357
$7K ﹤0.01%
79
+10
358
$7K ﹤0.01%
+58
359
$7K ﹤0.01%
104
-45
360
$7K ﹤0.01%
+122
361
$7K ﹤0.01%
+105
362
$7K ﹤0.01%
119
-28
363
$6K ﹤0.01%
52
+6
364
$6K ﹤0.01%
305
-61
365
$6K ﹤0.01%
43
+15
366
$6K ﹤0.01%
103
+48
367
$6K ﹤0.01%
78
+9
368
$6K ﹤0.01%
+111
369
$6K ﹤0.01%
95
+10
370
$6K ﹤0.01%
+152
371
$6K ﹤0.01%
110
+25
372
$6K ﹤0.01%
66
-35
373
$6K ﹤0.01%
97
-78
374
$6K ﹤0.01%
+394
375
$6K ﹤0.01%
+154
13 14
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