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
$448M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$5.27M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.65M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.04M

Top Sells

1
+$5.79M
2
+$3.64M
3
+$2.7M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.21M
5
AAPL icon
Apple
AAPL
+$595K

Sector Composition

1 Financials 9.66%
2 Consumer Discretionary 2.92%
3 Communication Services 2.39%
4 Technology 2%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.06%
27,775
-3,476
27
$4.75M 1.06%
46,595
+1,245
28
$4.55M 1.02%
95,612
+2,220
29
$4.46M 1%
189,162
+6,588
30
$4.2M 0.94%
66,170
-840
31
$3.99M 0.89%
54,099
+785
32
$3.76M 0.84%
76,067
-40
33
$3.67M 0.82%
68,530
-1,290
34
$3.63M 0.81%
55,404
+305
35
$3.15M 0.7%
70,955
-790
36
$3.01M 0.67%
7,250
-350
37
$2.86M 0.64%
+20,220
38
$2.67M 0.6%
8,457
39
$2.61M 0.58%
59,603
40
$2.59M 0.58%
21,163
-20
41
$2.35M 0.52%
14,594
+200
42
$2.06M 0.46%
28,213
+1,965
43
$1.87M 0.42%
38,832
44
$1.62M 0.36%
12,760
45
$1.48M 0.33%
19,668
46
$1.28M 0.29%
9,757
-600
47
$1.19M 0.27%
3,964
-367
48
$1.1M 0.25%
6,893
-465
49
$1.09M 0.24%
24,668
50
$1.08M 0.24%
13,545
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