EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$4.7M
3
+$3.55M
4
PLTR icon
Palantir
PLTR
+$2.42M
5
PYPL icon
PayPal
PYPL
+$2.29M

Top Sells

1
+$20.1M
2
+$15M
3
+$9.01M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.39M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 0.92%
59,681
-41,655
27
$3.83M 0.79%
156,761
+5,445
28
$3.8M 0.78%
39,606
+1,478
29
$3.3M 0.68%
33,779
+9,015
30
$3.28M 0.67%
61,910
+2,170
31
$3.02M 0.62%
133,441
+9,670
32
$2.82M 0.58%
26,499
+16,588
33
$2.78M 0.57%
19,900
-440
34
$2.58M 0.53%
8,309
+495
35
$2.42M 0.5%
+176,354
36
$2.35M 0.48%
21,259
+17,270
37
$2.29M 0.47%
+19,813
38
$2.28M 0.47%
33,750
+31,020
39
$2.26M 0.46%
16,160
+1,380
40
$1.96M 0.4%
+42,476
41
$1.96M 0.4%
67,106
-93,268
42
$1.95M 0.4%
+16,297
43
$1.77M 0.36%
+7,740
44
$1.66M 0.34%
24,967
-29,857
45
$1.59M 0.33%
5,935
-39
46
$1.45M 0.3%
13,525
-5
47
$1.26M 0.26%
3,041
+26
48
$1.26M 0.26%
18,360
-9,340
49
$1.17M 0.24%
10,810
-590
50
$1.17M 0.24%
5,080
1
2
3 4 5