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
$513M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.11M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$906K
5
MSFT icon
Microsoft
MSFT
+$722K

Top Sells

1
+$21.7M
2
+$6.63M
3
+$4.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
GLD icon
SPDR Gold Trust
GLD
+$1.42M

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 3.19%
3 Communication Services 3.14%
4 Financials 1.86%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.29%
8,060
+1,435
52
$1.46M 0.29%
16,531
+1,360
53
$1.39M 0.27%
11,259
+5,529
54
$1.39M 0.27%
13,545
55
$1.22M 0.24%
2
56
$1.2M 0.23%
11,995
57
$1.19M 0.23%
6,007
+361
58
$1.11M 0.22%
+32,495
59
$1.08M 0.21%
5,368
-38
60
$962K 0.19%
5,995
-217
61
$953K 0.19%
23,064
62
$919K 0.18%
10,405
63
$890K 0.17%
2,380
64
$845K 0.16%
8,754
65
$815K 0.16%
7,640
66
$781K 0.15%
32,313
67
$736K 0.14%
17,280
-9,280
68
$713K 0.14%
+29,190
69
$707K 0.14%
9,728
-1,887
70
$681K 0.13%
2,546
71
$678K 0.13%
8,833
+189
72
$663K 0.13%
15,088
-933
73
$610K 0.12%
5,431
+8
74
$606K 0.12%
10,305
75
$588K 0.11%
6,401
1 2
3
4 5