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
$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
Health Care Select Sector SPDR Fund
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
26
$2.17M 0.54%
+29,488
27
$2.13M 0.53%
26,090
+22,585
28
$2.02M 0.51%
37,576
+7,720
29
$1.95M 0.49%
26,652
30
$1.8M 0.45%
+19,728
31
$1.77M 0.44%
8,614
+8,489
32
$1.67M 0.42%
10,380
-40
33
$1.46M 0.37%
+9,282
34
$1.35M 0.34%
303,042
+300,542
35
$1.31M 0.33%
+19,540
36
$1.23M 0.31%
+4,168
37
$1.07M 0.27%
+16,040
38
$1.01M 0.25%
5,250
+175
39
$962K 0.24%
15,006
-1,487
40
$931K 0.23%
4,954
+4,074
41
$800K 0.2%
16,864
+13,194
42
$743K 0.19%
3,035
+2,135
43
$617K 0.15%
+14,671
44
$576K 0.14%
+8,778
45
$534K 0.13%
1,816
+1,356
46
$512K 0.13%
12,430
+3,400
47
$476K 0.12%
+9,543
48
$475K 0.12%
+4,332
49
$464K 0.12%
+4,212
50
$453K 0.11%
3,248
+23
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2
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