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
BLK icon
426
Blackrock
BLK
$170B
-31
Closed -$26K
BMBL icon
427
Bumble
BMBL
$697M
-680
Closed -$34K
BMEA icon
428
Biomea Fusion
BMEA
$114M
-319
Closed -$4K
BMRN icon
429
BioMarin Pharmaceuticals
BMRN
$11.1B
-116
Closed -$9K
BMY icon
430
Bristol-Myers Squibb
BMY
$96B
-2,289
Closed -$135K
BOND icon
431
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
-1,917
Closed -$212K
BP icon
432
BP
BP
$87.4B
-790
Closed -$22K
BR icon
433
Broadridge
BR
$29.4B
-20
Closed -$3K
BRFS icon
434
BRF SA
BRFS
$5.86B
-8,108
Closed -$41K
BSX icon
435
Boston Scientific
BSX
$159B
-527
Closed -$23K
CFG icon
436
Citizens Financial Group
CFG
$22.3B
-348
Closed -$16K
CG icon
437
Carlyle Group
CG
$23.1B
-1,005
Closed -$48K
CGC
438
Canopy Growth
CGC
$456M
-300
Closed -$42K
CHD icon
439
Church & Dwight Co
CHD
$23.3B
-33
Closed -$3K
CHGG icon
440
Chegg
CHGG
$185M
-1,000
Closed -$68K
CHTR icon
441
Charter Communications
CHTR
$35.7B
-28
Closed -$20K
CI icon
442
Cigna
CI
$81.5B
-45
Closed -$9K
CL icon
443
Colgate-Palmolive
CL
$68.8B
-510
Closed -$39K
CLX icon
444
Clorox
CLX
$15.5B
-14
Closed -$2K
CMA icon
445
Comerica
CMA
$8.85B
-222
Closed -$18K
CMCSA icon
446
Comcast
CMCSA
$125B
-1,592
Closed -$89K
CMG icon
447
Chipotle Mexican Grill
CMG
$55.1B
-3,250
Closed -$118K
CMI icon
448
Cummins
CMI
$55.1B
-21
Closed -$5K
CNC icon
449
Centene
CNC
$14.2B
-400
Closed -$25K
CNTA
450
Centessa Pharmaceuticals
CNTA
$2.11B
-160
Closed -$3K