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
376
$3K ﹤0.01%
18
377
$3K ﹤0.01%
+159
378
$3K ﹤0.01%
89
+34
379
$3K ﹤0.01%
+46
380
$3K ﹤0.01%
41
381
$3K ﹤0.01%
19
382
$3K ﹤0.01%
130
383
$3K ﹤0.01%
28
-462
384
$3K ﹤0.01%
+118
385
$3K ﹤0.01%
29
-362
386
$3K ﹤0.01%
+31
387
$3K ﹤0.01%
+145
388
$3K ﹤0.01%
22
389
$3K ﹤0.01%
+89
390
$2K ﹤0.01%
14
391
$2K ﹤0.01%
32
-372
392
$2K ﹤0.01%
43
393
$2K ﹤0.01%
24
394
$2K ﹤0.01%
114
395
$2K ﹤0.01%
92
-6
396
$2K ﹤0.01%
16
+2
397
$2K ﹤0.01%
31
-7
398
$2K ﹤0.01%
14
-160
399
$2K ﹤0.01%
22
400
$2K ﹤0.01%
12
-1
14 15
16
17 18