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
451
$4K ﹤0.01%
+116
452
$4K ﹤0.01%
+14
453
$4K ﹤0.01%
51
+4
454
$4K ﹤0.01%
+116
455
$4K ﹤0.01%
+23
456
$4K ﹤0.01%
+73
457
$4K ﹤0.01%
1,325
-410
458
$4K ﹤0.01%
35
+13
459
$4K ﹤0.01%
+67
460
$4K ﹤0.01%
751
+456
461
$4K ﹤0.01%
28
+3
462
$4K ﹤0.01%
25
+4
463
$4K ﹤0.01%
79
+36
464
$4K ﹤0.01%
160
+12
465
$4K ﹤0.01%
32
+1
466
$4K ﹤0.01%
35
-24
467
$4K ﹤0.01%
49
+2
468
$4K ﹤0.01%
+51
469
$4K ﹤0.01%
+24
470
$4K ﹤0.01%
56
+5
471
$4K ﹤0.01%
+71
472
$4K ﹤0.01%
238
+95
473
$4K ﹤0.01%
64
+2
474
$4K ﹤0.01%
+23
475
$4K ﹤0.01%
+76
17 18
19
20 21