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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61K 0.03%
533
-110
77
$59K 0.03%
2,355
-2,019
78
$57K 0.02%
+788
79
$55K 0.02%
+195
80
$55K 0.02%
525
-75
81
$54K 0.02%
+1,250
82
$53K 0.02%
1,380
+80
83
$51K 0.02%
1,000
84
$50K 0.02%
+1,221
85
$50K 0.02%
+1,096
86
$50K 0.02%
959
+257
87
$46K 0.02%
+676
88
$46K 0.02%
+175
89
$46K 0.02%
+2,611
90
$45K 0.02%
+588
91
$45K 0.02%
+490
92
$40K 0.02%
+476
93
$40K 0.02%
+933
94
$38K 0.02%
+5,631
95
$34K 0.01%
+404
96
$34K 0.01%
+270
97
$34K 0.01%
+832
98
$33K 0.01%
+599
99
$33K 0.01%
+3,900
100
$33K 0.01%
110
2 3
4
5 6