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
ATHM icon
601
Autohome
ATHM
$3.39B
-200
Closed -$9K
AVB icon
602
AvalonBay Communities
AVB
$27.8B
-22
Closed -$5K
AVGO icon
603
Broadcom
AVGO
$1.58T
-1,920
Closed -$93K
AVPT icon
604
AvePoint
AVPT
$3.45B
-500
Closed -$4K
CRWD icon
605
CrowdStrike
CRWD
$105B
-75
Closed -$18K
NCLH icon
606
Norwegian Cruise Line
NCLH
$11.6B
-500
Closed -$13K
NCNO icon
607
nCino
NCNO
$3.52B
-458
Closed -$33K
NDAQ icon
608
Nasdaq
NDAQ
$53.6B
-87
Closed -$6K
MU icon
609
Micron Technology
MU
$147B
-861
Closed -$61K
MWA icon
610
Mueller Water Products
MWA
$4.19B
-3,600
Closed -$55K
NBIX icon
611
Neurocrine Biosciences
NBIX
$14.3B
-173
Closed -$17K
ULTA icon
612
Ulta Beauty
ULTA
$23.1B
-10
Closed -$4K
USB icon
613
US Bancorp
USB
$75.9B
-58
Closed -$3K
USMV icon
614
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
-300
Closed -$22K
UNH icon
615
UnitedHealth
UNH
$286B
-387
Closed -$151K
UNM icon
616
Unum
UNM
$12.6B
-316
Closed -$8K
UNP icon
617
Union Pacific
UNP
$131B
-314
Closed -$62K
UPS icon
618
United Parcel Service
UPS
$72.1B
-92
Closed -$17K
BK icon
619
Bank of New York Mellon
BK
$73.1B
-160
Closed -$8K
A icon
620
Agilent Technologies
A
$36.5B
-31
Closed -$5K
AAL icon
621
American Airlines Group
AAL
$8.63B
-1,200
Closed -$25K
AAP icon
622
Advance Auto Parts
AAP
$3.63B
-30
Closed -$6K
ABCL icon
623
AbCellera Biologics
ABCL
$1.26B
-415
Closed -$8K
ABT icon
624
Abbott
ABT
$231B
-478
Closed -$56K
ACAD icon
625
Acadia Pharmaceuticals
ACAD
$4.26B
-162
Closed -$3K