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
$599M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.42M
3
+$3.63M
4
CRM icon
Salesforce
CRM
+$3.33M
5
GLD icon
SPDR Gold Trust
GLD
+$2.9M

Top Sells

1
+$4.51M
2
+$3.52M
3
+$2.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.26M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$835K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 4.27%
3 Communication Services 2.74%
4 Financials 2.7%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 0.77%
132,620
-2,665
27
$4.38M 0.73%
165,334
-170,550
28
$4.07M 0.68%
7,057
+2,269
29
$4.03M 0.67%
87,451
+26,335
30
$4.03M 0.67%
37,060
-769
31
$3.85M 0.64%
7,105
-141
32
$3.52M 0.59%
90,305
-6,310
33
$3.47M 0.58%
64,365
-172
34
$3.4M 0.57%
13,109
+6,048
35
$3.37M 0.56%
19,436
-1,858
36
$3.34M 0.56%
58,458
-4,710
37
$3.33M 0.56%
+12,410
38
$3.29M 0.55%
16,637
+658
39
$2.81M 0.47%
53,022
-365
40
$2.75M 0.46%
59,608
-44
41
$2.74M 0.46%
17,908
-410
42
$2.43M 0.41%
178,411
-36,360
43
$2.41M 0.4%
15,579
+1,265
44
$2.36M 0.39%
39,550
+12,890
45
$2.22M 0.37%
42,809
+10,459
46
$2.21M 0.37%
40,378
-5,007
47
$2.17M 0.36%
11,519
+4,147
48
$2.02M 0.34%
40,792
49
$1.93M 0.32%
17,784
+906
50
$1.73M 0.29%
33,558
-921
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