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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
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
+$10.8M

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%
71
-24
377
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21
378
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22
379
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225
380
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51
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50
382
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+31
383
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12
384
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+105
385
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36
386
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35
387
$3K ﹤0.01%
130
388
$3K ﹤0.01%
+89
389
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28
-462
390
$2K ﹤0.01%
+19
391
$2K ﹤0.01%
295
-4,282
392
$2K ﹤0.01%
34
393
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21
394
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44
395
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33
396
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14
397
$2K ﹤0.01%
32
-372
398
$2K ﹤0.01%
43
399
$2K ﹤0.01%
24
400
$2K ﹤0.01%
114
14 15
16
17 18