EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$39.5M
3
+$19.5M
4
GLD icon
SPDR Gold Trust
GLD
+$9.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.25M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.6M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
91
452
$2K ﹤0.01%
+82
453
$2K ﹤0.01%
118
+17
454
$2K ﹤0.01%
+42
455
$1K ﹤0.01%
+114
456
$1K ﹤0.01%
64
-633
457
$1K ﹤0.01%
3
-45
458
$1K ﹤0.01%
52
-511
459
$1K ﹤0.01%
28
-280
460
$1K ﹤0.01%
+26
461
$1K ﹤0.01%
56
-555
462
$1K ﹤0.01%
1
-8
463
$1K ﹤0.01%
110
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464
$1K ﹤0.01%
35
-346
465
$1K ﹤0.01%
8
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466
$1K ﹤0.01%
+386
467
$1K ﹤0.01%
16
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468
$1K ﹤0.01%
+16
469
$1K ﹤0.01%
80
470
$1K ﹤0.01%
63
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471
$1K ﹤0.01%
7
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472
$1K ﹤0.01%
109
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473
$1K ﹤0.01%
24
-255
474
$1K ﹤0.01%
+64
475
$1K ﹤0.01%
56
-555
17 18
19
20 21