EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$4.7M
3
+$3.55M
4
PLTR icon
Palantir
PLTR
+$2.42M
5
PYPL icon
PayPal
PYPL
+$2.29M

Top Sells

1
+$20.1M
2
+$15M
3
+$9.01M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.39M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.23%
233,000
52
$1.11M 0.23%
40,390
+2,090
53
$1.06M 0.22%
2
54
$1.01M 0.21%
11,425
-1,835
55
$1M 0.21%
31,265
-10,465
56
$976K 0.2%
377,000
57
$973K 0.2%
28,000
58
$933K 0.19%
4,184
-102
59
$887K 0.18%
130,000
60
$767K 0.16%
30,535
61
$757K 0.16%
23,064
62
$748K 0.15%
7,258
-87,439
63
$736K 0.15%
16,295
+1,235
64
$733K 0.15%
2,037
-225
65
$727K 0.15%
20,175
66
$664K 0.14%
5,325
67
$632K 0.13%
5,225
+780
68
$624K 0.13%
4,225
+800
69
$619K 0.13%
4,504
70
$564K 0.12%
17,285
71
$549K 0.11%
11,897
72
$545K 0.11%
9,285
73
$508K 0.1%
6,519
+1,045
74
$455K 0.09%
50,000
75
$447K 0.09%
+14,305
1 2
3
4 5