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
$599M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.42M
3
+$3.63M
4
CRM icon
Salesforce
CRM
+$3.33M
5
GLD icon
SPDR Gold Trust
GLD
+$2.9M

Top Sells

1
+$4.51M
2
+$3.52M
3
+$2.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.26M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$835K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 4.27%
3 Communication Services 2.74%
4 Financials 2.7%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.27%
6,598
-90
52
$1.6M 0.27%
2
53
$1.58M 0.26%
13,549
+4
54
$1.51M 0.25%
16,706
-32
55
$1.5M 0.25%
18,961
56
$1.45M 0.24%
15,585
+7,530
57
$1.44M 0.24%
12,047
+1
58
$1.4M 0.23%
8,091
+539
59
$1.28M 0.21%
58,770
-830
60
$1.18M 0.2%
14,573
-15,545
61
$1.14M 0.19%
+8,750
62
$1.1M 0.18%
13,650
-1,630
63
$1.03M 0.17%
27,378
-8,168
64
$955K 0.16%
23,064
65
$905K 0.15%
11,559
+2,029
66
$902K 0.15%
8,624
+984
67
$883K 0.15%
2,380
68
$832K 0.14%
3,936
+51
69
$829K 0.14%
+19,869
70
$795K 0.13%
8,254
71
$779K 0.13%
5,890
+385
72
$770K 0.13%
31,975
+1,570
73
$761K 0.13%
+3,706
74
$755K 0.13%
17,280
75
$736K 0.12%
5,753
-17,935
1 2
3
4 5