EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-127
627
– –
-116
628
– –
-31
629
– –
-67
630
– –
-107
631
– –
-31
632
– –
-27
633
– –
-144
634
– –
-13
635
– –
-37
636
– –
-36
637
– –
-222
638
– –
-25
639
– –
-58
640
– –
-26
641
– –
-412
642
– –
-35
643
– –
-95
644
– –
-4
645
– –
-67
646
– –
-1,094
647
– –
-6,818
648
– –
-751
649
– –
-1,067
650
– –
-5
24 25
26
27 28