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
FPX icon
526
First Trust US Equity Opportunities ETF
FPX
$1.03B
0
FPXI icon
527
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$157M
0
FRT icon
528
Federal Realty Investment Trust
FRT
$8.86B
-75
Closed -$9K
FSK icon
529
FS KKR Capital
FSK
$5.08B
0
FTNT icon
530
Fortinet
FTNT
$60.4B
-105
Closed -$6K
FTV icon
531
Fortive
FTV
$16.2B
-73
Closed -$5K
FUBO icon
532
fuboTV
FUBO
$1.37B
-360
Closed -$9K
FVRR icon
533
Fiverr
FVRR
$875M
-50
Closed -$9K
FXA icon
534
Invesco CurrencyShares Australian Dollar Trust
FXA
$77.8M
-415
Closed -$30K
FXC icon
535
Invesco CurrencyShares Canadian Dollar Trust
FXC
$91.7M
-415
Closed -$32K
GE icon
536
GE Aerospace
GE
$296B
-743
Closed -$48K
GGB icon
537
Gerdau
GGB
$6.39B
-410
Closed -$2K
GGAL icon
538
Galicia Financial Group
GGAL
$6.44B
-835
Closed -$8K
GILD icon
539
Gilead Sciences
GILD
$143B
-184
Closed -$13K
GIS icon
540
General Mills
GIS
$27B
-926
Closed -$55K
GL icon
541
Globe Life
GL
$11.3B
-66
Closed -$6K
GLW icon
542
Corning
GLW
$61B
-130
Closed -$5K
GMED icon
543
Globus Medical
GMED
$8.18B
-94
Closed -$7K
GPC icon
544
Genuine Parts
GPC
$19.4B
-31
Closed -$4K
GRMN icon
545
Garmin
GRMN
$45.7B
-25
Closed -$4K
GRWG icon
546
GrowGeneration
GRWG
$90.3M
-150
Closed -$4K
GTO icon
547
Invesco Total Return Bond ETF
GTO
$1.92B
-1,210
Closed -$69K
HCAT icon
548
Health Catalyst
HCAT
$238M
-96
Closed -$5K
HCA icon
549
HCA Healthcare
HCA
$98.5B
-21
Closed -$5K
HEDJ icon
550
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
-1,650
Closed -$63K