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
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Sells

1 +$58.5M
2 +$13.3M
3 +$8.63M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.33M
5
VTV icon
Vanguard Value ETF
VTV
+$3.44M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$125K 0.05%
4,666
+362
77
$120K 0.05%
6,580
+248
78
$118K 0.05%
820
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79
$118K 0.05%
+4,350
80
$117K 0.05%
5,627
-256,109
81
$114K 0.05%
1,366
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82
$108K 0.04%
579
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83
$107K 0.04%
2,041
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84
$105K 0.04%
2,491
-1,911
85
$104K 0.04%
1,391
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86
$103K 0.04%
3,397
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87
$101K 0.04%
461
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88
$101K 0.04%
4,500
89
$94K 0.04%
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$94K 0.04%
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$88K 0.04%
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93
$86K 0.03%
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94
$85K 0.03%
570
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95
$84K 0.03%
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96
$83K 0.03%
3,252
-2,590
97
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2,850
-9,580
98
$81K 0.03%
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99
$74K 0.03%
695
100
$73K 0.03%
+5,975