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
$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
526
$2K ﹤0.01%
66
527
$2K ﹤0.01%
21
528
$2K ﹤0.01%
20
529
$2K ﹤0.01%
43
530
$2K ﹤0.01%
+126
531
$2K ﹤0.01%
63
532
$2K ﹤0.01%
+59
533
$2K ﹤0.01%
57
534
$2K ﹤0.01%
449
535
$2K ﹤0.01%
25
536
$2K ﹤0.01%
+40
537
$2K ﹤0.01%
60
538
$2K ﹤0.01%
59
539
$2K ﹤0.01%
247
540
$2K ﹤0.01%
20
541
$2K ﹤0.01%
65
542
$2K ﹤0.01%
41
+18
543
$2K ﹤0.01%
+54
544
$2K ﹤0.01%
46
545
$2K ﹤0.01%
88
546
$2K ﹤0.01%
+49
547
$2K ﹤0.01%
230
548
$2K ﹤0.01%
7
549
$2K ﹤0.01%
80
550
$2K ﹤0.01%
165
20 21
22
23 24