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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$824K

Sector Composition

1 Consumer Discretionary 3.62%
2 Technology 3.01%
3 Communication Services 2.68%
4 Financials 1.83%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 0.82%
135,835
27
$4.45M 0.8%
39,414
-380
28
$4.41M 0.79%
122,129
+89,634
29
$4.05M 0.73%
6,898
-35
30
$4M 0.72%
9,303
-1,222
31
$3.82M 0.69%
21,334
+180
32
$3.65M 0.66%
29,830
-205
33
$3.39M 0.61%
64,870
-6,140
34
$3.31M 0.59%
57,611
+119
35
$3.28M 0.59%
22,532
+710
36
$3.25M 0.58%
54,537
-3,243
37
$3.2M 0.58%
15,992
-14
38
$3.08M 0.55%
65,433
+5,830
39
$2.98M 0.53%
30,113
-210
40
$2.95M 0.53%
63,691
+20
41
$2.82M 0.51%
53,387
-620
42
$2.74M 0.49%
18,333
-821
43
$2.39M 0.43%
4,182
-398
44
$2.19M 0.39%
9,502
+7,780
45
$2.11M 0.38%
12,728
-1,405
46
$2.09M 0.37%
40,792
+1,871
47
$1.93M 0.35%
15,887
+4,628
48
$1.9M 0.34%
32,439
+2,526
49
$1.83M 0.33%
49,267
-23,877
50
$1.66M 0.3%
35,700
+191
1
2
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