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
401
$5K ﹤0.01%
+4
402
$5K ﹤0.01%
+61
403
$5K ﹤0.01%
+86
404
$5K ﹤0.01%
48
+2
405
$5K ﹤0.01%
+138
406
$5K ﹤0.01%
+130
407
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9
+1
408
$5K ﹤0.01%
+47
409
$5K ﹤0.01%
37
-61
410
$5K ﹤0.01%
37
-9
411
$5K ﹤0.01%
49
-41
412
$5K ﹤0.01%
118
+109
413
$5K ﹤0.01%
65
+24
414
$5K ﹤0.01%
+160
415
$5K ﹤0.01%
+94
416
$5K ﹤0.01%
+5,481
417
$5K ﹤0.01%
34
-9
418
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35
+1
419
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38
-15
420
$5K ﹤0.01%
156
+24
421
$5K ﹤0.01%
+119
422
$4K ﹤0.01%
+50
423
$4K ﹤0.01%
67
-131
424
$4K ﹤0.01%
+88
425
$4K ﹤0.01%
94
-141
15 16
17
18 19