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
ARI
651
Apollo Commercial Real Estate
ARI
$1.53B
-2,147
Closed -$32K
ARKQ icon
652
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.3B
-147
Closed -$11K
ASIX icon
653
AdvanSix
ASIX
$569M
-4
Closed
ASML icon
654
ASML
ASML
$307B
-59
Closed -$44K
AWK icon
655
American Water Works
AWK
$28B
-22
Closed -$4K
AXP icon
656
American Express
AXP
$227B
-61
Closed -$10K
AZN icon
657
AstraZeneca
AZN
$253B
-718
Closed -$43K
AZO icon
658
AutoZone
AZO
$70.6B
-4
Closed -$7K
BA icon
659
Boeing
BA
$174B
-60
Closed -$13K
BAC icon
660
Bank of America
BAC
$369B
-2,459
Closed -$104K
BAH icon
661
Booz Allen Hamilton
BAH
$12.6B
-234
Closed -$19K
BALL icon
662
Ball Corp
BALL
$13.9B
-40
Closed -$4K
BAX icon
663
Baxter International
BAX
$12.5B
-74
Closed -$6K
BBAX icon
664
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.44B
-430
Closed -$23K
BBCA icon
665
JPMorgan BetaBuilders Canada ETF
BBCA
$8.72B
-474
Closed -$30K
BBD icon
666
Banco Bradesco
BBD
$33.6B
-3,630
Closed -$13K
BBEU icon
667
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
-859
Closed -$49K
BBIO icon
668
BridgeBio Pharma
BBIO
$10.2B
-68
Closed -$3K
BBJP icon
669
JPMorgan BetaBuilders Japan ETF
BBJP
$14B
-851
Closed -$50K
BBY icon
670
Best Buy
BBY
$16.1B
-66
Closed -$7K
BCAB icon
671
BioAtla
BCAB
$31.5M
-110
Closed -$3K
BCYC
672
Bicycle Therapeutics
BCYC
$496M
-120
Closed -$5K
BDX icon
673
Becton Dickinson
BDX
$55.1B
-100
Closed -$24K
BEN icon
674
Franklin Resources
BEN
$13B
-210
Closed -$6K
BF.B icon
675
Brown-Forman Class B
BF.B
$13.7B
-38
Closed -$3K