EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
-2.49%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$448M
AUM Growth
-$4.97M
(-1.1%)
Cap. Flow
+$6.9M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
52.78%
Holding
124
New
9
Increased
32
Reduced
30
Closed
5
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$8.9M |
| 2 |
iShares MSCI Mexico ETF
EWW
|
$5.27M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.86M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.65M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.04M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$5.79M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.64M |
| 3 |
iShares MSCI China A ETF
CNYA
|
$2.7M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$2.21M |
| 5 |
Apple
AAPL
|
$595K |
Sector Composition
| 1 | Financials | 9.66% |
| 2 | Consumer Discretionary | 2.92% |
| 3 | Communication Services | 2.39% |
| 4 | Technology | 2% |
| 5 | Healthcare | 0.23% |
