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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+50
377
$3K ﹤0.01%
+20
378
$2K ﹤0.01%
+22
379
$2K ﹤0.01%
+17
380
$2K ﹤0.01%
+128
381
$2K ﹤0.01%
+12
382
$2K ﹤0.01%
+85
383
$2K ﹤0.01%
+34
384
$2K ﹤0.01%
+21
385
$2K ﹤0.01%
+44
386
$2K ﹤0.01%
+21
387
$2K ﹤0.01%
+45
388
$2K ﹤0.01%
+59
389
$2K ﹤0.01%
+33
390
$2K ﹤0.01%
+14
391
$2K ﹤0.01%
+43
392
$2K ﹤0.01%
+141
393
$2K ﹤0.01%
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394
$2K ﹤0.01%
+79
395
$2K ﹤0.01%
+26
396
$2K ﹤0.01%
+57
397
$2K ﹤0.01%
+22
398
$2K ﹤0.01%
+18
399
$2K ﹤0.01%
+13
400
$2K ﹤0.01%
+20
14 15
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