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
ACB
626
Aurora Cannabis
ACB
$276M
-130
Closed -$9K
ACN icon
627
Accenture
ACN
$159B
-361
Closed -$115K
ADBE icon
628
Adobe
ADBE
$148B
-69
Closed -$40K
ADM icon
629
Archer Daniels Midland
ADM
$30.2B
-90
Closed -$5K
ADP icon
630
Automatic Data Processing
ADP
$120B
-62
Closed -$12K
AEE icon
631
Ameren
AEE
$27.2B
-46
Closed -$4K
AEP icon
632
American Electric Power
AEP
$57.8B
-69
Closed -$6K
ALGS icon
633
Aligos Therapeutics
ALGS
$78.8M
-8
Closed -$3K
ALL icon
634
Allstate
ALL
$53.1B
-92
Closed -$12K
ALLK
635
DELISTED
Allakos
ALLK
-59
Closed -$6K
ALXO icon
636
ALX Oncology
ALXO
$65.3M
-60
Closed -$4K
AMAT icon
637
Applied Materials
AMAT
$130B
-456
Closed -$59K
AMCR icon
638
Amcor
AMCR
$19.1B
-365
Closed -$4K
AME icon
639
Ametek
AME
$43.3B
-59
Closed -$7K
AMGN icon
640
Amgen
AMGN
$153B
-87
Closed -$19K
AMP icon
641
Ameriprise Financial
AMP
$46.1B
-15
Closed -$4K
AMT icon
642
American Tower
AMT
$92.9B
-62
Closed -$16K
AMTB icon
643
Amerant Bancorp
AMTB
$888M
-1,319
Closed -$33K
ANSS
644
DELISTED
Ansys
ANSS
-12
Closed -$4K
AON icon
645
Aon
AON
$79.9B
-33
Closed -$9K
APD icon
646
Air Products & Chemicals
APD
$64.5B
-168
Closed -$43K
ARCC icon
647
Ares Capital
ARCC
$15.8B
-4,380
Closed -$89K
ARCO icon
648
Arcos Dorados Holdings
ARCO
$1.47B
-3,596
Closed -$18K
ARE icon
649
Alexandria Real Estate Equities
ARE
$14.5B
-15
Closed -$3K
ARGX icon
650
argenx
ARGX
$45.9B
-30
Closed -$9K