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
$448M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$5.27M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.65M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.04M

Top Sells

1
+$5.79M
2
+$3.64M
3
+$2.7M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.21M
5
AAPL icon
Apple
AAPL
+$595K

Sector Composition

1 Financials 9.66%
2 Consumer Discretionary 2.92%
3 Communication Services 2.39%
4 Technology 2%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$501K 0.11%
5,423
77
$471K 0.11%
8,250
78
$463K 0.1%
14,305
79
$454K 0.1%
+5,600
80
$433K 0.1%
14,354
81
$424K 0.09%
9,210
+57
82
$418K 0.09%
50,000
83
$403K 0.09%
1,752
+150
84
$379K 0.08%
3,603
85
$366K 0.08%
1,824
86
$357K 0.08%
25,882
87
$353K 0.08%
12,430
88
$350K 0.08%
11,400
-25
89
$349K 0.08%
4,708
90
$348K 0.08%
8,040
91
$336K 0.08%
1,248
92
$320K 0.07%
3,694
+206
93
$315K 0.07%
2,116
-35
94
$313K 0.07%
1,330
-102
95
$298K 0.07%
12,687
96
$287K 0.06%
6,600
97
$283K 0.06%
+6,335
98
$283K 0.06%
8,075
-110
99
$272K 0.06%
3,574
100
$270K 0.06%
7,160
1 2 3
4
5