EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$992M
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$6.15M
3
+$2.49M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.15M

Top Sells

1
+$5.57M
2
+$4.19M
3
+$2.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.7M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.42M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 3.01%
3 Financials 1.63%
4 Communication Services 1.55%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
76
Goldman Sachs
GS
$280B
$1M 0.1%
1,143
-160
IJR icon
77
iShares Core S&P Small-Cap ETF
IJR
$93B
$1M 0.1%
8,340
+21
VTI icon
78
Vanguard Total Stock Market ETF
VTI
$581B
$929K 0.09%
2,771
+148
GRNY
79
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.05B
$894K 0.09%
36,090
-840
IBB icon
80
iShares Biotechnology ETF
IBB
$8.65B
$855K 0.09%
5,067
-250
ACWI icon
81
iShares MSCI ACWI ETF
ACWI
$25.9B
$772K 0.08%
5,457
+9
MMIT icon
82
IQ MacKay Municipal Intermediate ETF
MMIT
$1.32B
$740K 0.07%
30,413
IAU icon
83
iShares Gold Trust
IAU
$73.3B
$721K 0.07%
8,877
+2
BABA icon
84
Alibaba
BABA
$406B
$716K 0.07%
4,887
-207
FLBL icon
85
Franklin Senior Loan ETF
FLBL
$940M
$713K 0.07%
30,428
-953
VOX icon
86
Vanguard Communication Services ETF
VOX
$6.29B
$688K 0.07%
3,551
XT icon
87
iShares Future Exponential Technologies ETF
XT
$3.71B
$665K 0.07%
9,535
EUSA icon
88
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
$664K 0.07%
6,426
INTC icon
89
Intel
INTC
$232B
$645K 0.07%
17,467
PWB icon
90
Invesco Large Cap Growth ETF
PWB
$1.47B
$636K 0.06%
5,000
OEF icon
91
iShares S&P 100 ETF
OEF
$29.2B
$626K 0.06%
1,824
WMT icon
92
Walmart Inc
WMT
$957B
$623K 0.06%
5,593
PDEC icon
93
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
$621K 0.06%
14,305
JEPI icon
94
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
$613K 0.06%
10,715
-7,942
VGK icon
95
Vanguard FTSE Europe ETF
VGK
$30.3B
$609K 0.06%
7,280
IWF icon
96
iShares Russell 1000 Growth ETF
IWF
$123B
$601K 0.06%
1,270
AVGO icon
97
Broadcom
AVGO
$1.61T
$587K 0.06%
1,697
+167
GTO icon
98
Invesco Total Return Bond ETF
GTO
$2.03B
$583K 0.06%
12,300
+308
VCIT icon
99
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.8B
$581K 0.06%
6,940
EFA icon
100
iShares MSCI EAFE ETF
EFA
$73.3B
$580K 0.06%
6,036
+161
2 3
4
5 6