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
501
$3K ﹤0.01%
28
502
$3K ﹤0.01%
+21
503
$3K ﹤0.01%
814
+428
504
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8
+1
505
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38
+16
506
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37
+2
507
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11
-4
508
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106
-299
509
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19
510
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130
511
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22
+5
512
$3K ﹤0.01%
+59
513
$3K ﹤0.01%
+2,935
514
$3K ﹤0.01%
22
+8
515
$3K ﹤0.01%
200
+50
516
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39
-31
517
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184
+68
518
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65
-2
519
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37
+2
520
$3K ﹤0.01%
26
-81
521
$3K ﹤0.01%
+77
522
$3K ﹤0.01%
+44
523
$3K ﹤0.01%
+30
524
$3K ﹤0.01%
63
-45
525
$3K ﹤0.01%
+86
19 20
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