EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.9M
3
+$4.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.73M

Top Sells

1
+$8.01M
2
+$7.11M
3
+$3.52M
4
GLD icon
SPDR Gold Trust
GLD
+$2.75M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.15M

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 4.28%
3 Communication Services 2.85%
4 Financials 2.61%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 0.76%
23,920
-1,196
27
$4.75M 0.69%
102,471
+15,020
28
$4.7M 0.69%
7,080
-25
29
$4.49M 0.66%
132,620
30
$4.26M 0.62%
13,425
+316
31
$4.01M 0.59%
155,053
-10,281
32
$4.01M 0.59%
36,556
-504
33
$3.88M 0.57%
64,677
+312
34
$3.69M 0.54%
23,374
+5,590
35
$3.67M 0.54%
33,732
+458
36
$3.65M 0.53%
137,833
-64,371
37
$3.53M 0.52%
19,436
38
$3.49M 0.51%
71,191
+30,399
39
$3.43M 0.5%
12,587
+177
40
$3.38M 0.49%
17,908
41
$2.96M 0.43%
53,022
42
$2.84M 0.42%
25,835
+10,250
43
$2.77M 0.41%
15,731
+152
44
$2.76M 0.4%
59,608
45
$2.48M 0.36%
39,555
+5
46
$2.42M 0.35%
10,124
-1,395
47
$2.33M 0.34%
178,336
-75
48
$2.11M 0.31%
38,268
-2,110
49
$1.92M 0.28%
13,545
-4
50
$1.88M 0.28%
6,498
-100
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2
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