EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LSPD icon
351
Lightspeed Commerce
LSPD
$1.65B
-261
Closed -$25K
LULU icon
352
lululemon athletica
LULU
$19.9B
-180
Closed -$73K
LUMN icon
353
Lumen
LUMN
$4.87B
-2,500
Closed -$31K
LYG icon
354
Lloyds Banking Group
LYG
$64.5B
-1,200
Closed -$3K
MAR icon
355
Marriott International Class A Common Stock
MAR
$71.9B
-394
Closed -$58K
MAS icon
356
Masco
MAS
$15.9B
-108
Closed -$6K
MCK icon
357
McKesson
MCK
$85.5B
-53
Closed -$11K
MCO icon
358
Moody's
MCO
$89.5B
-47
Closed -$17K
MCRB icon
359
Seres Therapeutics
MCRB
$169M
-37
Closed -$5K
MDB icon
360
MongoDB
MDB
$26.4B
-356
Closed -$168K
MDIV icon
361
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$436M
-2,000
Closed -$33K
MDLZ icon
362
Mondelez International
MDLZ
$79.9B
-205
Closed -$12K
MDT icon
363
Medtronic
MDT
$119B
-623
Closed -$78K
MDY icon
364
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
-100
Closed -$48K
MET icon
365
MetLife
MET
$52.9B
-48
Closed -$3K
MIR icon
366
Mirion Technologies
MIR
$5.28B
-1,800
Closed -$18K
MKC icon
367
McCormick & Company Non-Voting
MKC
$19B
-32
Closed -$3K
MKTX icon
368
MarketAxess Holdings
MKTX
$7.01B
-98
Closed -$41K
MLM icon
369
Martin Marietta Materials
MLM
$37.5B
-12
Closed -$4K
MMC icon
370
Marsh & McLennan
MMC
$100B
-428
Closed -$65K
MMM icon
371
3M
MMM
$82.7B
-597
Closed -$88K
MNST icon
372
Monster Beverage
MNST
$61B
-78
Closed -$3K
MO icon
373
Altria Group
MO
$112B
-266
Closed -$12K
MRNA icon
374
Moderna
MRNA
$9.78B
-130
Closed -$50K
MS icon
375
Morgan Stanley
MS
$236B
-1,215
Closed -$118K