EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.3M
3
+$13.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Consumer Discretionary 1.89%
3 Communication Services 1.51%
4 Technology 1.45%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$468K 0.21%
+5,575
52
$372K 0.17%
+2,817
53
$273K 0.12%
+2,795
54
$206K 0.09%
+1,501
55
$202K 0.09%
+4,338
56
$201K 0.09%
+8,168
57
$194K 0.09%
+2,460
58
$191K 0.09%
+3,364
59
$184K 0.08%
+4,243
60
$166K 0.08%
+4,606
61
$147K 0.07%
+583
62
$146K 0.07%
+1,055
63
$143K 0.07%
+1,600
64
$142K 0.06%
+1,380
65
$135K 0.06%
+6,255
66
$131K 0.06%
+3,450
67
$128K 0.06%
+1,983
68
$127K 0.06%
+38,120
69
$126K 0.06%
+2,720
70
$126K 0.06%
+3,022
71
$122K 0.06%
+1,455
72
$120K 0.05%
+1,427
73
$117K 0.05%
+4,500
74
$111K 0.05%
+415
75
$108K 0.05%
+3,996
1 2
3
4 5