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
$598M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.01M
3
+$4.18M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.24M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.9M

Top Sells

1
+$5.11M
2
+$4.45M
3
+$3.91M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.68M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.84%
3 Communication Services 2.96%
4 Financials 2.23%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.27%
7,372
-2,130
52
$1.56M 0.26%
35,546
-154
53
$1.55M 0.26%
13,545
54
$1.49M 0.25%
16,738
-96
55
$1.48M 0.25%
18,961
-707
56
$1.42M 0.24%
12,046
+56
57
$1.36M 0.23%
+15,280
58
$1.36M 0.23%
2
+1
59
$1.28M 0.21%
7,552
60
$1.19M 0.2%
59,600
+34,615
61
$1.07M 0.18%
23,064
62
$1.03M 0.17%
4,450
+827
63
$977K 0.16%
2,380
64
$941K 0.16%
3,885
+1,945
65
$880K 0.15%
7,640
66
$835K 0.14%
+29,810
67
$832K 0.14%
8,254
-250
68
$829K 0.14%
14,596
-398
69
$818K 0.14%
8,055
-7,700
70
$786K 0.13%
1,373
+875
71
$776K 0.13%
32,313
72
$762K 0.13%
2,629
+83
73
$738K 0.12%
30,405
74
$736K 0.12%
9,530
-98
75
$723K 0.12%
17,280
1 2
3
4 5