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
601
$2K ﹤0.01%
115
+35
602
$2K ﹤0.01%
+115
603
$2K ﹤0.01%
+39
604
$2K ﹤0.01%
32
-1
605
$2K ﹤0.01%
+58
606
$2K ﹤0.01%
+64
607
$2K ﹤0.01%
+73
608
$2K ﹤0.01%
+91
609
$2K ﹤0.01%
357
-111,113
610
$2K ﹤0.01%
114
-4
611
$2K ﹤0.01%
141
-3
612
$2K ﹤0.01%
+41
613
$2K ﹤0.01%
+40
614
$2K ﹤0.01%
+83
615
$2K ﹤0.01%
52
+5
616
$1K ﹤0.01%
+14
617
$1K ﹤0.01%
+74
618
$1K ﹤0.01%
+8
619
$1K ﹤0.01%
137
+74
620
– –
-46
621
– –
-48
622
– –
-28
623
– –
-807
624
– –
-97
625
– –
-4,156
23 24
25
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