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
551
$2K ﹤0.01%
+16
552
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18
+5
553
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24
554
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118
+4
555
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+65
556
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+89
557
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+6
558
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22
559
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+48
560
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+47
561
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+92
562
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25
-25
563
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+14
564
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+62
565
$2K ﹤0.01%
+188
566
$2K ﹤0.01%
24
+1
567
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39
-95
568
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15
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569
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33
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570
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+45
571
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+32
572
$2K ﹤0.01%
+116
573
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38
+9
574
$2K ﹤0.01%
38
+2
575
$2K ﹤0.01%
15
-18
21 22
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24 25