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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$18.2M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57K 0.03%
1,125
+29
52
$56K 0.03%
525
53
$55K 0.03%
1,380
54
$54K 0.03%
+540
55
$53K 0.03%
1,000
56
$52K 0.02%
549
+378
57
$52K 0.02%
738
-247
58
$48K 0.02%
+470
59
$41K 0.02%
+617
60
$40K 0.02%
+3,600
61
$38K 0.02%
141
+23
62
$36K 0.02%
+1,945
63
$35K 0.02%
+745
64
$31K 0.01%
+477
65
$31K 0.01%
+125
66
$31K 0.01%
733
+538
67
$30K 0.01%
+565
68
$29K 0.01%
1,643
+1,454
69
$29K 0.01%
340
+162
70
$28K 0.01%
249
-1,384
71
$27K 0.01%
186
+16
72
$26K 0.01%
898
-713,327
73
$26K 0.01%
110
74
$26K 0.01%
551
-31
75
$25K 0.01%
310
-1,017
1 2
3
4 5