EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.3M
3
+$13.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Consumer Discretionary 1.89%
3 Communication Services 1.51%
4 Technology 1.45%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.02%
+14,520
27
$2.19M 1%
+84,080
28
$2.15M 0.98%
+25,942
29
$2.14M 0.98%
+7
30
$2.11M 0.96%
+27,353
31
$2.07M 0.94%
+39,280
32
$1.66M 0.76%
+43,428
33
$1.64M 0.75%
+11,994
34
$1.64M 0.75%
+15,778
35
$1.63M 0.74%
+30,536
36
$1.5M 0.68%
+11,179
37
$1.3M 0.59%
+25,140
38
$1.27M 0.58%
+27,245
39
$1.26M 0.58%
+37,860
40
$1.25M 0.57%
+9,545
41
$925K 0.42%
+15,580
42
$820K 0.37%
+5,105
43
$809K 0.37%
+6,168
44
$778K 0.36%
+27,625
45
$763K 0.35%
+14,600
46
$720K 0.33%
+18,256
47
$545K 0.25%
+5,359
48
$519K 0.24%
+8,070
49
$495K 0.23%
+2,115
50
$493K 0.23%
+2,955
1
2
3 4 5