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
$218M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$6.73M
3
+$3.4M
4
VTV icon
Vanguard Value ETF
VTV
+$3.29M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.86M

Top Sells

1
+$8.48M
2
+$7.45M
3
+$5.18M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$5.16M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.51M

Sector Composition

1 Financials 4.06%
2 Consumer Discretionary 2.11%
3 Communication Services 1.7%
4 Technology 1.64%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.07%
+1,508
52
$149K 0.07%
575
-1,540
53
$147K 0.07%
3,450
54
$134K 0.06%
1,274
+56
55
$126K 0.06%
4,500
56
$125K 0.06%
+1,663
57
$124K 0.06%
785
-716
58
$119K 0.05%
+2,891
59
$115K 0.05%
+1,303
60
$114K 0.05%
2,794
+122
61
$111K 0.05%
4,179
+183
62
$106K 0.05%
861
63
$95K 0.04%
4,374
+4,174
64
$94K 0.04%
+639
65
$90K 0.04%
+887
66
$89K 0.04%
692
-359
67
$86K 0.04%
3,362
-2,436
68
$84K 0.04%
+7,640
69
$81K 0.04%
857
+125
70
$80K 0.04%
1,235
-14,345
71
$78K 0.04%
4,300
72
$77K 0.04%
400
73
$71K 0.03%
839
-807
74
$69K 0.03%
643
-560
75
$61K 0.03%
250
+50
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3
4 5