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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
+53
452
$2K ﹤0.01%
+60
453
$2K ﹤0.01%
+28
454
$2K ﹤0.01%
+29
455
$2K ﹤0.01%
+36
456
$2K ﹤0.01%
+19
457
$2K ﹤0.01%
+10
458
$2K ﹤0.01%
+44
459
$2K ﹤0.01%
+28
460
$2K ﹤0.01%
+89
461
$2K ﹤0.01%
+55
462
$2K ﹤0.01%
+21
463
$1K ﹤0.01%
+64
464
$1K ﹤0.01%
+55
465
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466
– –
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467
– –
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468
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469
– –
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470
– –
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471
– –
-40,214
472
– –
-120,535
473
– –
0
474
– –
-1,000
475
$0 ﹤0.01%
+6
16 17 18
19
20