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
$448M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$5.27M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.65M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.04M

Top Sells

1
+$5.79M
2
+$3.64M
3
+$2.7M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.21M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.23%
+24,830
52
$1.02M 0.23%
10,810
53
$1.01M 0.23%
26,560
-300
54
$960K 0.21%
11,950
-90
55
$937K 0.21%
11,356
+2,150
56
$857K 0.19%
6,212
57
$842K 0.19%
10,715
58
$829K 0.19%
51,836
+7,896
59
$822K 0.18%
3,286
+104
60
$759K 0.17%
32,313
61
$711K 0.16%
4,900
-150
62
$669K 0.15%
2,455
63
$659K 0.15%
8,999
64
$637K 0.14%
16,051
-4,145
65
$616K 0.14%
23,064
66
$589K 0.13%
18,747
-6,078
67
$581K 0.13%
11,940
-50
68
$568K 0.13%
6,401
69
$550K 0.12%
7,312
-27
70
$541K 0.12%
2,546
71
$538K 0.12%
10,305
72
$531K 0.12%
1
73
$526K 0.12%
2,686
74
$507K 0.11%
4,947
75
$504K 0.11%
10,274
1 2
3
4 5