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
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
20
477
$4K ﹤0.01%
127
-133
478
$4K ﹤0.01%
+1,500
479
$4K ﹤0.01%
1,094
480
$4K ﹤0.01%
57
481
$4K ﹤0.01%
130
482
$3K ﹤0.01%
29
483
$3K ﹤0.01%
31
-1,000
484
$3K ﹤0.01%
111
485
$3K ﹤0.01%
601
486
$3K ﹤0.01%
22
487
$3K ﹤0.01%
40
488
$3K ﹤0.01%
38
489
$3K ﹤0.01%
20
490
$3K ﹤0.01%
71
491
$3K ﹤0.01%
112
492
$3K ﹤0.01%
33
493
$3K ﹤0.01%
129
494
$3K ﹤0.01%
330
495
$3K ﹤0.01%
19
496
$3K ﹤0.01%
70
497
$3K ﹤0.01%
23
498
$3K ﹤0.01%
24
499
$3K ﹤0.01%
31
500
$3K ﹤0.01%
282
18 19
20
21 22