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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.07%
+421
52
$147K 0.06%
5,791
-2,399
53
$143K 0.06%
4,500
54
$127K 0.05%
911
+601
55
$127K 0.05%
1,303
56
$124K 0.05%
1,095
+238
57
$123K 0.05%
461
-114
58
$118K 0.05%
+3,559
59
$113K 0.05%
4,251
+72
60
$113K 0.05%
1,558
-105
61
$106K 0.05%
+1,327
62
$100K 0.04%
1,290
+619
63
$94K 0.04%
+3,904
64
$94K 0.04%
861
65
$94K 0.04%
1,088
+662
66
$93K 0.04%
+1,927
67
$92K 0.04%
449
+49
68
$88K 0.04%
647
-45
69
$78K 0.03%
+242
70
$72K 0.03%
+297
71
$71K 0.03%
+242
72
$70K 0.03%
4,300
73
$68K 0.03%
985
-250
74
$66K 0.03%
+720
75
$64K 0.03%
+1,266
1 2
3
4 5