EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+4.94%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$554M
AUM Growth
+$554M
(+8%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
58.69%
Holding
145
New
10
Increased
39
Reduced
51
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.5M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$3.24M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$1.79M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$944K |
| 5 |
NVIDIA
NVDA
|
$562K |
Top Sells
| 1 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$3.25M |
| 2 |
iShares MSCI China A ETF
CNYA
|
$2.8M |
| 3 |
Amazon
AMZN
|
$958K |
| 4 |
Palantir
PLTR
|
$888K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$824K |
Sector Composition
| 1 | Consumer Discretionary | 3.62% |
| 2 | Technology | 3.01% |
| 3 | Communication Services | 2.68% |
| 4 | Financials | 1.83% |
| 5 | Healthcare | 0.21% |
