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
DXCM icon
576
DexCom
DXCM
$31.6B
-392
Closed -$54K
DXJ icon
577
WisdomTree Japan Hedged Equity Fund
DXJ
$3.78B
-210
Closed -$13K
EA icon
578
Electronic Arts
EA
$42.2B
-41
Closed -$6K
EBAY icon
579
eBay
EBAY
$42.3B
-53
Closed -$4K
EXC icon
580
Exelon
EXC
$43.9B
-125
Closed -$4K
INSM icon
581
Insmed
INSM
$30.7B
-367
Closed -$10K
INTC icon
582
Intel
INTC
$107B
-500
Closed -$27K
INTU icon
583
Intuit
INTU
$188B
-37
Closed -$20K
IP icon
584
International Paper
IP
$25.7B
-80
Closed -$4K
IQV icon
585
IQVIA
IQV
$31.9B
-54
Closed -$13K
JNJ icon
586
Johnson & Johnson
JNJ
$430B
-779
Closed -$126K
JNPR
587
DELISTED
Juniper Networks
JNPR
-188
Closed -$5K
LYV icon
588
Live Nation Entertainment
LYV
$37.9B
-49
Closed -$4K
MA icon
589
Mastercard
MA
$528B
-487
Closed -$169K
MAA icon
590
Mid-America Apartment Communities
MAA
$17B
-19
Closed -$4K
NRO
591
Neuberger Berman Real Estate Securities Income Fund
NRO
$208M
-5,974
Closed -$27K
NSC icon
592
Norfolk Southern
NSC
$62.3B
-11
Closed -$3K
NTAP icon
593
NetApp
NTAP
$23.7B
-41
Closed -$4K
PEG icon
594
Public Service Enterprise Group
PEG
$40.5B
-54
Closed -$3K
PEP icon
595
PepsiCo
PEP
$200B
-589
Closed -$89K
PFE icon
596
Pfizer
PFE
$141B
-659
Closed -$28K
SNY icon
597
Sanofi
SNY
$113B
-343
Closed -$17K
SO icon
598
Southern Company
SO
$101B
-266
Closed -$16K
SOFI icon
599
SoFi Technologies
SOFI
$30.7B
-500
Closed -$8K
ASND icon
600
Ascendis Pharma
ASND
$12.5B
-88
Closed -$14K