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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
62
+2
377
$6K ﹤0.01%
30
+4
378
$6K ﹤0.01%
+10
379
$6K ﹤0.01%
+326
380
$6K ﹤0.01%
+18
381
$6K ﹤0.01%
+227
382
$6K ﹤0.01%
43
-74
383
$6K ﹤0.01%
+184
384
$6K ﹤0.01%
+84
385
$6K ﹤0.01%
+138
386
$6K ﹤0.01%
+116
387
$6K ﹤0.01%
107
-72
388
$5K ﹤0.01%
54
+4
389
$5K ﹤0.01%
+96
390
$5K ﹤0.01%
+174
391
$5K ﹤0.01%
61
-49
392
$5K ﹤0.01%
64
+1
393
$5K ﹤0.01%
23
+1
394
$5K ﹤0.01%
22
-7
395
$5K ﹤0.01%
40
-128
396
$5K ﹤0.01%
25
397
$5K ﹤0.01%
53
-22
398
$5K ﹤0.01%
4,000
399
$5K ﹤0.01%
+28
400
$5K ﹤0.01%
26
+1
14 15
16
17 18