EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DINO icon
476
HF Sinclair
DINO
$9.56B
-132
Closed -$4K
DKNG icon
477
DraftKings
DKNG
$23.1B
-1,750
Closed -$84K
DLR icon
478
Digital Realty Trust
DLR
$55.7B
-31
Closed -$4K
DLTR icon
479
Dollar Tree
DLTR
$20.6B
-29
Closed -$3K
DOCU icon
480
DocuSign
DOCU
$16.1B
-47
Closed -$12K
DOV icon
481
Dover
DOV
$24.4B
-22
Closed -$3K
DOW icon
482
Dow Inc
DOW
$17.4B
-81
Closed -$5K
DUK icon
483
Duke Energy
DUK
$93.8B
-143
Closed -$14K
ECL icon
484
Ecolab
ECL
$77.6B
-210
Closed -$44K
ED icon
485
Consolidated Edison
ED
$35.4B
-67
Closed -$5K
EFA icon
486
iShares MSCI EAFE ETF
EFA
$66.2B
-935
Closed -$73K
EFX icon
487
Equifax
EFX
$30.8B
-19
Closed -$5K
EIX icon
488
Edison International
EIX
$21B
-34
Closed -$2K
EL icon
489
Estee Lauder
EL
$32.1B
-166
Closed -$50K
ELAN icon
490
Elanco Animal Health
ELAN
$9.16B
-258
Closed -$8K
ELV icon
491
Elevance Health
ELV
$70.6B
-43
Closed -$16K
ENPH icon
492
Enphase Energy
ENPH
$5.18B
-164
Closed -$25K
ENVX icon
493
Enovix
ENVX
$1.81B
-181,714
Closed -$3M
EOG icon
494
EOG Resources
EOG
$64.4B
-140
Closed -$11K
EPIX icon
495
ESSA Pharma
EPIX
$11M
-287
Closed -$2K
EQIX icon
496
Equinix
EQIX
$75.7B
-10
Closed -$8K
EQR icon
497
Equity Residential
EQR
$25.5B
-78
Closed -$6K
ERX icon
498
Direxion Daily Energy Bull 2X Shares
ERX
$218M
-400
Closed -$10K
ES icon
499
Eversource Energy
ES
$23.6B
-49
Closed -$4K
ESS icon
500
Essex Property Trust
ESS
$17.3B
-19
Closed -$6K