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
$497M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.82%
2 Consumer Discretionary 3.06%
3 Communication Services 2.37%
4 Technology 2.14%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.32M 0.27%
9,469
-288
52
$1.25M 0.25%
13,545
53
$1.13M 0.23%
6,293
-600
54
$1.1M 0.22%
11,950
55
$1.07M 0.21%
26,560
56
$929K 0.19%
3,740
+454
57
$929K 0.19%
6,212
58
$917K 0.18%
10,715
59
$885K 0.18%
8,180
-2,630
60
$880K 0.18%
51,257
-579
61
$845K 0.17%
4,968
+68
62
$841K 0.17%
16,051
63
$794K 0.16%
32,313
64
$763K 0.15%
2,455
65
$750K 0.15%
23,064
66
$725K 0.15%
8,999
67
$672K 0.14%
7,442
+1,842
68
$617K 0.12%
10,305
69
$604K 0.12%
2,546
70
$602K 0.12%
6,401
71
$594K 0.12%
7,717
+405
72
$586K 0.12%
2,686
73
$552K 0.11%
5,423
74
$547K 0.11%
8,881
-329
75
$543K 0.11%
1