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
576
$2K ﹤0.01%
19
577
$2K ﹤0.01%
+30
578
$2K ﹤0.01%
40
-4
579
$2K ﹤0.01%
42
-58
580
$2K ﹤0.01%
+75
581
$2K ﹤0.01%
+67
582
$2K ﹤0.01%
17
-2
583
$2K ﹤0.01%
+20
584
$2K ﹤0.01%
+10
585
$2K ﹤0.01%
15
+1
586
$2K ﹤0.01%
+18
587
$2K ﹤0.01%
29
+1
588
$2K ﹤0.01%
+48
589
$2K ﹤0.01%
145
-265
590
$2K ﹤0.01%
+467
591
$2K ﹤0.01%
31
-13
592
$2K ﹤0.01%
26
-11
593
$2K ﹤0.01%
144
+16
594
$2K ﹤0.01%
+36
595
$2K ﹤0.01%
+29
596
$2K ﹤0.01%
+51
597
$2K ﹤0.01%
+94
598
$2K ﹤0.01%
110
+18
599
$2K ﹤0.01%
+16
600
$2K ﹤0.01%
58
-17
22 23
24
25 26