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
$453M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.25M
3
+$6.06M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$606K

Top Sells

1
+$5.13M
2
+$3.8M
3
+$677K
4
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$558K
5
DIS icon
Walt Disney
DIS
+$438K

Sector Composition

1 Financials 9.61%
2 Consumer Discretionary 2.92%
3 Technology 2.27%
4 Communication Services 2.16%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.02%
93,392
+2,044
27
$4.45M 0.98%
67,010
-815
28
$4.42M 0.98%
182,574
+7,341
29
$4M 0.88%
53,314
-405
30
$3.86M 0.85%
69,820
+2,030
31
$3.64M 0.8%
76,107
-345
32
$3.59M 0.79%
55,099
-379
33
$3.36M 0.74%
7,600
+840
34
$3.24M 0.72%
71,745
+580
35
$2.88M 0.64%
8,457
+1,592
36
$2.71M 0.6%
59,603
37
$2.69M 0.59%
21,183
+42
38
$2.44M 0.54%
14,394
-68
39
$2.18M 0.48%
26,248
+1,054
40
$1.95M 0.43%
38,832
41
$1.49M 0.33%
19,668
+707
42
$1.44M 0.32%
12,760
+110
43
$1.24M 0.27%
4,331
-912
44
$1.24M 0.27%
10,357
-1,190
45
$1.22M 0.27%
7,358
-302
46
$1.14M 0.25%
13,545
47
$1.08M 0.24%
24,668
48
$1.08M 0.24%
10,810
49
$1.06M 0.23%
26,860
50
$996K 0.22%
24,825
-50
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