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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.05%
1,577
+1,556
77
$214K 0.05%
4,082
+3,672
78
$206K 0.05%
+5,842
79
$205K 0.05%
1,612
+1,532
80
$186K 0.05%
5,787
+5,377
81
$185K 0.05%
4,304
+4,009
82
$184K 0.05%
4,016
+3,502
83
$180K 0.05%
+3,097
84
$175K 0.04%
4,500
85
$171K 0.04%
6,332
+5,700
86
$160K 0.04%
+4,685
87
$149K 0.04%
815
+762
88
$148K 0.04%
1,707
+1,397
89
$148K 0.04%
2,026
+1,935
90
$143K 0.04%
+1,860
91
$137K 0.03%
4,340
+3,650
92
$130K 0.03%
2,486
+2,281
93
$129K 0.03%
+4,372
94
$125K 0.03%
+4,264
95
$125K 0.03%
+1,104
96
$120K 0.03%
+938
97
$118K 0.03%
+810
98
$116K 0.03%
2,412
+2,360
99
$115K 0.03%
+6,156
100
$112K 0.03%
1,289
+476
2 3
4
5 6