EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+11.26%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-0.73%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-10.46%
Top 10 Holdings %
Top 10 Hldgs %
61.89%
Holding
158
New
16
Increased
31
Reduced
31
Closed
52
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$8.37M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$6.73M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.4M |
| 4 |
Vanguard Value ETF
VTV
|
$3.29M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$2.86M |
Top Sells
Sector Composition
| 1 | Financials | 4.06% |
| 2 | Consumer Discretionary | 2.11% |
| 3 | Communication Services | 1.7% |
| 4 | Technology | 1.64% |
| 5 | Healthcare | 0.04% |
