EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$992M
1-Year Est. Return
22.21%
This Fund
S&P 500
1 Year Est. Return
+22.21%
AUM
$497M
AUM Growth
+$49.5M
(+11%)
Holding
132
Top Buys
| 1 | +$3.26M | |
| 2 | +$2.09M | |
| 3 | +$1.79M | |
| 4 |
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
|
+$524K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$431K |
Top Sells
| 1 | +$3.21M | |
| 2 | +$2.4M | |
| 3 | +$1.8M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$998K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$756K |
Sector Composition
| 1 | Financials | 10.82% |
| 2 | Consumer Discretionary | 3.06% |
| 3 | Communication Services | 2.37% |
| 4 | Technology | 2.14% |
| 5 | Healthcare | 0.25% |