EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$4.7M
3
+$3.55M
4
PLTR icon
Palantir
PLTR
+$2.42M
5
PYPL icon
PayPal
PYPL
+$2.29M

Top Sells

1
+$20.1M
2
+$15M
3
+$9.01M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.39M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.09%
2,066
-223
77
$436K 0.09%
11,981
-8,800
78
$391K 0.08%
7,730
79
$391K 0.08%
12,820
80
$386K 0.08%
2,821
-1,070
81
$385K 0.08%
668
-25
82
$362K 0.07%
11,070
-10,000
83
$361K 0.07%
3,010
-4,175
84
$348K 0.07%
9,450
85
$336K 0.07%
1,800
-111
86
$331K 0.07%
2,950
87
$323K 0.07%
3,918
-3,909
88
$287K 0.06%
36,000
89
$279K 0.06%
7,420
+2,140
90
$271K 0.06%
1,085
-140
91
$269K 0.06%
6,966
-708
92
$268K 0.06%
5,400
93
$261K 0.05%
5,940
-3,973
94
$257K 0.05%
1,066
-132
95
$252K 0.05%
1,215
96
$251K 0.05%
12,500
97
$247K 0.05%
24,420
98
$245K 0.05%
1,504
-4
99
$240K 0.05%
4,475
100
$237K 0.05%
2,672
-584
2 3
4
5 6