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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
33
402
$7K ﹤0.01%
126
+42
403
$7K ﹤0.01%
20
-1,692
404
$7K ﹤0.01%
366
405
$7K ﹤0.01%
1,094
406
$7K ﹤0.01%
316
407
$7K ﹤0.01%
114
408
$7K ﹤0.01%
46
409
$7K ﹤0.01%
173
410
$7K ﹤0.01%
32
411
$6K ﹤0.01%
69
412
$6K ﹤0.01%
26
413
$6K ﹤0.01%
66
414
$6K ﹤0.01%
48
415
$6K ﹤0.01%
108
416
$6K ﹤0.01%
+143
417
$6K ﹤0.01%
41
418
$6K ﹤0.01%
45
419
$6K ﹤0.01%
260
420
$6K ﹤0.01%
75
421
$6K ﹤0.01%
38
422
$6K ﹤0.01%
50
+30
423
$6K ﹤0.01%
60
424
$6K ﹤0.01%
53
425
$6K ﹤0.01%
130