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
HIG icon
551
Hartford Financial Services
HIG
$37B
-400
Closed -$28K
HII icon
552
Huntington Ingalls Industries
HII
$10.6B
-16
Closed -$3K
HOG icon
553
Harley-Davidson
HOG
$3.67B
-80
Closed -$3K
HON icon
554
Honeywell
HON
$136B
-466
Closed -$99K
AIG icon
555
American International
AIG
$43.9B
-111
Closed -$6K
AKAM icon
556
Akamai
AKAM
$11.3B
-22
Closed -$2K
AKRO icon
557
Akero Therapeutics
AKRO
$3.58B
-211
Closed -$5K
ALGN icon
558
Align Technology
ALGN
$10.1B
-94
Closed -$63K
BBVA icon
559
Banco Bilbao Vizcaya Argentaria
BBVA
$105B
-4,282
Closed -$28K
BTI icon
560
British American Tobacco
BTI
$122B
-870
Closed -$31K
BWA icon
561
BorgWarner
BWA
$9.53B
-61
Closed -$2K
BX icon
562
Blackstone
BX
$133B
-500
Closed -$58K
BZUN
563
Baozun
BZUN
$207M
-600
Closed -$11K
C icon
564
Citigroup
C
$176B
-2,615
Closed -$184K
CAG icon
565
Conagra Brands
CAG
$9.23B
-132
Closed -$4K
CAH icon
566
Cardinal Health
CAH
$35.7B
-71
Closed -$4K
CARR icon
567
Carrier Global
CARR
$55.8B
-112
Closed -$6K
CAT icon
568
Caterpillar
CAT
$198B
-78
Closed -$15K
CB icon
569
Chubb
CB
$111B
-34
Closed -$6K
CCI icon
570
Crown Castle
CCI
$41.9B
-427
Closed -$74K
CCL icon
571
Carnival Corp
CCL
$42.8B
-5,763
Closed -$144K
CDNS icon
572
Cadence Design Systems
CDNS
$95.6B
-40
Closed -$6K
CE icon
573
Celanese
CE
$5.34B
-20
Closed -$3K
DVA icon
574
DaVita
DVA
$9.86B
-65
Closed -$8K
DVN icon
575
Devon Energy
DVN
$22.1B
-330
Closed -$12K