EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.3M
3
+$13.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Consumer Discretionary 1.89%
3 Communication Services 1.51%
4 Technology 1.45%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.05%
+5,798
77
$105K 0.05%
+1,218
78
$99K 0.05%
+1,203
79
$99K 0.05%
+2,672
80
$96K 0.04%
+1,646
81
$94K 0.04%
+1,051
82
$91K 0.04%
+861
83
$83K 0.04%
+4,300
84
$76K 0.03%
+305
85
$75K 0.03%
+732
86
$71K 0.03%
+397
87
$67K 0.03%
+1,915
88
$67K 0.03%
+400
89
$63K 0.03%
+500
90
$61K 0.03%
+357
91
$59K 0.03%
+500
92
$56K 0.03%
+4,010
93
$53K 0.02%
+3,890
94
$53K 0.02%
+1,280
95
$51K 0.02%
+1,275
96
$51K 0.02%
+1,000
97
$49K 0.02%
+700
98
$44K 0.02%
+515
99
$43K 0.02%
+479
100
$41K 0.02%
+200
2 3
4
5 6