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
$497M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.04M
3
+$1.91M
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$485K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$450K

Top Sells

1
+$3.07M
2
+$2.36M
3
+$1.88M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$926K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$803K

Sector Composition

1 Financials 10.82%
2 Consumer Discretionary 3.06%
3 Communication Services 2.37%
4 Technology 2.14%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 0.95%
186,510
-2,652
27
$4.35M 0.88%
39,335
-7,260
28
$4.31M 0.87%
64,680
-1,490
29
$4.28M 0.86%
55,299
+1,200
30
$4.06M 0.82%
55,864
+460
31
$4.02M 0.81%
77,237
+1,170
32
$3.64M 0.73%
66,227
-2,303
33
$3.54M 0.71%
30,175
+17,415
34
$3.49M 0.7%
7,221
-29
35
$3.38M 0.68%
141,410
+132,130
36
$3.25M 0.65%
8,631
+174
37
$3.19M 0.64%
20,220
38
$3.16M 0.63%
69,186
-1,769
39
$2.96M 0.59%
58,433
-37,179
40
$2.9M 0.58%
112,384
-118,852
41
$2.86M 0.58%
21,058
-105
42
$2.75M 0.55%
59,603
43
$2.66M 0.53%
14,855
+261
44
$2.53M 0.51%
28,281
+68
45
$1.98M 0.4%
38,832
46
$1.52M 0.31%
19,668
47
$1.52M 0.31%
31,592
+6,762
48
$1.48M 0.3%
4,168
+204
49
$1.35M 0.27%
27,708
+3,040
50
$1.35M 0.27%
15,171
+3,815
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