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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.1%
4,596
+4,346
52
$377K 0.09%
+7,252
53
$367K 0.09%
+3,397
54
$360K 0.09%
2,214
+2,156
55
$349K 0.09%
+6,818
56
$338K 0.08%
3,600
57
$332K 0.08%
+11,435
58
$330K 0.08%
3,465
+3,385
59
$303K 0.08%
+11,691
60
$298K 0.07%
1,046
+585
61
$275K 0.07%
5,106
+4,707
62
$273K 0.07%
2,297
+2,048
63
$267K 0.07%
+4,093
64
$265K 0.07%
+5,402
65
$264K 0.07%
+5,372
66
$261K 0.07%
1,575
-140
67
$259K 0.06%
+4,338
68
$252K 0.06%
+5,020
69
$247K 0.06%
+2,947
70
$241K 0.06%
5,415
+3,848
71
$237K 0.06%
4,402
+736
72
$230K 0.06%
39,040
+37,560
73
$223K 0.06%
+1,543
74
$222K 0.06%
+4,290
75
$216K 0.05%
+1,580
1 2
3
4 5