EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OXY icon
401
Occidental Petroleum
OXY
$44.7B
-1,741
Closed -$51K
PAGS icon
402
PagSeguro Digital
PAGS
$2.78B
-686
Closed -$35K
PAM icon
403
Pampa Energía
PAM
$3.08B
-840
Closed -$15K
PARA
404
DELISTED
Paramount Global Class B
PARA
-258
Closed -$10K
PATH icon
405
UiPath
PATH
$6.31B
-536
Closed -$28K
PAYC icon
406
Paycom
PAYC
$12.6B
-399
Closed -$198K
PBE icon
407
Invesco Biotechnology & Genome ETF
PBE
$226M
-235
Closed -$18K
PCAR icon
408
PACCAR
PCAR
$51.6B
-78
Closed -$4K
PFG icon
409
Principal Financial Group
PFG
$17.8B
-711
Closed -$46K
PGR icon
410
Progressive
PGR
$144B
-453
Closed -$41K
PH icon
411
Parker-Hannifin
PH
$96.3B
-23
Closed -$6K
PHAT icon
412
Phathom Pharmaceuticals
PHAT
$882M
-114
Closed -$4K
PHO icon
413
Invesco Water Resources ETF
PHO
$2.28B
-1,135
Closed -$62K
PLD icon
414
Prologis
PLD
$105B
-130
Closed -$16K
PLUG icon
415
Plug Power
PLUG
$1.66B
-1,280
Closed -$33K
PM icon
416
Philip Morris
PM
$253B
-593
Closed -$56K
PNC icon
417
PNC Financial Services
PNC
$80.2B
-306
Closed -$60K
PODD icon
418
Insulet
PODD
$24.6B
-24
Closed -$7K
PPG icon
419
PPG Industries
PPG
$25.2B
-222
Closed -$32K
PPL icon
420
PPL Corp
PPL
$26.4B
-88
Closed -$2K
PRAX icon
421
Praxis Precision Medicines
PRAX
$858M
-17
Closed -$5K
PRU icon
422
Prudential Financial
PRU
$37.2B
-158
Closed -$17K
PRVA icon
423
Privia Health
PRVA
$2.9B
-88
Closed -$2K
PSA icon
424
Public Storage
PSA
$51.7B
-8
Closed -$2K
PTCT icon
425
PTC Therapeutics
PTCT
$4.52B
-116
Closed -$4K