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
426
$4K ﹤0.01%
54
+4
427
$4K ﹤0.01%
+59
428
$4K ﹤0.01%
+21
429
$4K ﹤0.01%
17
+5
430
$4K ﹤0.01%
+89
431
$4K ﹤0.01%
40
+4
432
$4K ﹤0.01%
23
-12
433
$4K ﹤0.01%
26
-8
434
$4K ﹤0.01%
117
+7
435
$4K ﹤0.01%
29
+11
436
$4K ﹤0.01%
51
-13
437
$4K ﹤0.01%
109
-9
438
$4K ﹤0.01%
+51
439
$4K ﹤0.01%
+62
440
$4K ﹤0.01%
+22
441
$4K ﹤0.01%
136
-44
442
$4K ﹤0.01%
+61
443
$4K ﹤0.01%
+39
444
$4K ﹤0.01%
27
+10
445
$4K ﹤0.01%
+25
446
$4K ﹤0.01%
+52
447
$4K ﹤0.01%
13
+1
448
$4K ﹤0.01%
+74
449
$4K ﹤0.01%
+86
450
$4K ﹤0.01%
124
+9
16 17
18
19 20