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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
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
+$10.8M

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%
+144
452
$2K ﹤0.01%
17
453
$2K ﹤0.01%
53
454
$2K ﹤0.01%
+42
455
$1K ﹤0.01%
28
-280
456
$1K ﹤0.01%
+26
457
$1K ﹤0.01%
56
-555
458
$1K ﹤0.01%
1
-8
459
$1K ﹤0.01%
110
-1,174
460
$1K ﹤0.01%
35
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461
$1K ﹤0.01%
8
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462
$1K ﹤0.01%
80
463
$1K ﹤0.01%
63
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464
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24
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465
$1K ﹤0.01%
+64
466
$1K ﹤0.01%
56
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467
$1K ﹤0.01%
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468
$1K ﹤0.01%
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469
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3
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470
$1K ﹤0.01%
52
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471
$1K ﹤0.01%
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472
$1K ﹤0.01%
16
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473
$1K ﹤0.01%
+16
474
$1K ﹤0.01%
7
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475
$1K ﹤0.01%
109
-502
17 18
19
20 21