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
$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
26
$866K 0.37%
16,020
+3,000
27
$864K 0.37%
4,978
+2,069
28
$827K 0.36%
15,280
+700
29
$786K 0.34%
+50,504
30
$494K 0.21%
5,805
+110
31
$410K 0.18%
1,553
+1,303
32
$408K 0.18%
3,648
+853
33
$397K 0.17%
+12,169
34
$356K 0.15%
+2,808
35
$342K 0.15%
+21,509
36
$338K 0.15%
919
+222
37
$242K 0.1%
4,338
38
$240K 0.1%
3,152
-366
39
$220K 0.1%
+2,613
40
$219K 0.09%
+7,550
41
$201K 0.09%
4,636
-180
42
$198K 0.09%
940
-200
43
$192K 0.08%
3,265
+3,190
44
$191K 0.08%
6,289
+2,927
45
$188K 0.08%
45,720
+11,320
46
$187K 0.08%
1,338
-253
47
$184K 0.08%
1,633
+359
48
$175K 0.08%
1,729
+221
49
$159K 0.07%
1,600
50
$156K 0.07%
1,423
+1,314
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