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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+128
477
$4K ﹤0.01%
+28
478
$4K ﹤0.01%
+42
479
$4K ﹤0.01%
29
-19
480
$3K ﹤0.01%
+48
481
$3K ﹤0.01%
13
+1
482
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37
+3
483
$3K ﹤0.01%
+61
484
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129
-16
485
$3K ﹤0.01%
+21
486
$3K ﹤0.01%
21
487
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48
+4
488
$3K ﹤0.01%
+45
489
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22
+1
490
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48
+4
491
$3K ﹤0.01%
+54
492
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10
+1
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20
+1
494
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40
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495
$3K ﹤0.01%
+96
496
$3K ﹤0.01%
+104
497
$3K ﹤0.01%
+63
498
$3K ﹤0.01%
57
-9
499
$3K ﹤0.01%
63
+1
500
$3K ﹤0.01%
55
+2
18 19
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