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
$598M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.01M
3
+$4.18M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.24M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.9M

Top Sells

1
+$5.11M
2
+$4.45M
3
+$3.91M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.68M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.84%
3 Communication Services 2.96%
4 Financials 2.23%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 0.78%
135,285
-550
27
$4.51M 0.75%
7,246
+348
28
$4.04M 0.68%
37,829
-1,585
29
$3.73M 0.62%
21,294
-40
30
$3.63M 0.61%
63,168
+8,631
31
$3.58M 0.6%
15,979
-13
32
$3.46M 0.58%
96,615
-109,035
33
$3.37M 0.56%
64,537
+6,926
34
$3.13M 0.52%
23,688
+1,156
35
$2.96M 0.5%
53,387
36
$2.86M 0.48%
7,061
+2,293
37
$2.81M 0.47%
4,788
+606
38
$2.79M 0.47%
214,771
-342,695
39
$2.79M 0.47%
61,116
-2,575
40
$2.71M 0.45%
30,118
+5
41
$2.71M 0.45%
14,314
+1,586
42
$2.7M 0.45%
59,652
-5,781
43
$2.66M 0.45%
18,318
-15
44
$2.56M 0.43%
45,385
-57,296
45
$2.28M 0.38%
16,878
+991
46
$2.04M 0.34%
40,792
47
$1.82M 0.31%
+32,350
48
$1.81M 0.3%
34,479
+2,040
49
$1.66M 0.28%
+26,660
50
$1.6M 0.27%
6,688
+1,850
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