EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
10
352
$10K ﹤0.01%
266
353
$10K ﹤0.01%
115
-80
354
$10K ﹤0.01%
+265
355
$10K ﹤0.01%
158
-58
356
$10K ﹤0.01%
190
357
$10K ﹤0.01%
572
358
$10K ﹤0.01%
266
359
$10K ﹤0.01%
165
360
$10K ﹤0.01%
+2
361
$10K ﹤0.01%
119
362
$9K ﹤0.01%
+194
363
$9K ﹤0.01%
37
364
$9K ﹤0.01%
92
365
$9K ﹤0.01%
349
366
$9K ﹤0.01%
101
367
$9K ﹤0.01%
114
+54
368
$9K ﹤0.01%
62
-26
369
$9K ﹤0.01%
+216
370
$9K ﹤0.01%
+129
371
$9K ﹤0.01%
+840
372
$9K ﹤0.01%
98
373
$9K ﹤0.01%
+103
374
$9K ﹤0.01%
208
375
$9K ﹤0.01%
98
13 14
15
16 17