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
526
$3K ﹤0.01%
4
-3
527
$3K ﹤0.01%
+47
528
$3K ﹤0.01%
56
+3
529
$3K ﹤0.01%
+127
530
$3K ﹤0.01%
27
+1
531
$3K ﹤0.01%
+24
532
$3K ﹤0.01%
141
-1,502
533
$3K ﹤0.01%
31
-1
534
$3K ﹤0.01%
+22
535
$3K ﹤0.01%
105
-59
536
$3K ﹤0.01%
31
+9
537
$3K ﹤0.01%
20
+1
538
$3K ﹤0.01%
156
-104
539
$3K ﹤0.01%
+63
540
$3K ﹤0.01%
103
+34
541
$3K ﹤0.01%
171
-54
542
$3K ﹤0.01%
46
-5
543
$3K ﹤0.01%
13
+1
544
$3K ﹤0.01%
57
+5
545
$3K ﹤0.01%
69
-99
546
$3K ﹤0.01%
+48
547
$2K ﹤0.01%
70
-32
548
$2K ﹤0.01%
19
+1
549
$2K ﹤0.01%
+117
550
$2K ﹤0.01%
+202
20 21
22
23 24