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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.28%
16,834
+303
52
$1.56M 0.28%
19,668
53
$1.56M 0.28%
13,545
54
$1.51M 0.27%
15,755
+9,860
55
$1.32M 0.24%
7,552
+1,557
56
$1.32M 0.24%
11,990
-5
57
$1.25M 0.22%
4,768
-1,239
58
$1.2M 0.22%
5,975
-2,085
59
$1.04M 0.19%
23,064
60
$1.02M 0.18%
4,838
-530
61
$914K 0.16%
2,380
62
$894K 0.16%
7,640
63
$843K 0.15%
8,504
-250
64
$836K 0.15%
8,675
-1,730
65
$795K 0.14%
32,313
66
$792K 0.14%
17,280
67
$758K 0.14%
9,628
+795
68
$738K 0.13%
30,405
+1,215
69
$721K 0.13%
2,546
70
$713K 0.13%
14,994
-94
71
$692K 0.12%
11,452
+2,513
72
$691K 0.12%
1
-1
73
$683K 0.12%
7,132
+731
74
$649K 0.12%
5,431
75
$627K 0.11%
10,305
1 2
3
4 5