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
$513M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.11M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$906K
5
MSFT icon
Microsoft
MSFT
+$722K

Top Sells

1
+$21.7M
2
+$6.63M
3
+$4.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
GLD icon
SPDR Gold Trust
GLD
+$1.42M

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 3.19%
3 Communication Services 3.14%
4 Financials 1.86%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 0.92%
135,835
+6,080
27
$4.69M 0.91%
65,138
-470
28
$4.26M 0.83%
39,794
+539
29
$4M 0.78%
6,933
-135
30
$3.83M 0.75%
30,035
-5
31
$3.48M 0.68%
21,154
+934
32
$3.47M 0.68%
71,010
-135,842
33
$3.27M 0.64%
57,780
+4,584
34
$3.25M 0.63%
137,971
+21
35
$3.08M 0.6%
57,492
-1,342
36
$3M 0.58%
21,822
+1,625
37
$2.92M 0.57%
16,006
+1,011
38
$2.89M 0.56%
63,671
-2,470
39
$2.81M 0.55%
30,323
+839
40
$2.8M 0.55%
110,673
+386
41
$2.7M 0.53%
59,603
42
$2.58M 0.5%
14,133
+3,129
43
$2.53M 0.49%
19,154
+71
44
$2.51M 0.49%
54,007
-690
45
$2.31M 0.45%
4,580
+399
46
$1.95M 0.38%
38,921
+89
47
$1.85M 0.36%
73,144
+360
48
$1.67M 0.33%
29,913
+2,065
49
$1.55M 0.3%
35,509
-1,510
50
$1.52M 0.3%
19,668
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