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
$497M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.82%
2 Consumer Discretionary 3.06%
3 Communication Services 2.37%
4 Technology 2.14%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$536K 0.11%
4,947
77
$530K 0.11%
25,882
78
$502K 0.1%
14,305
79
$493K 0.1%
9,485
-2,455
80
$491K 0.1%
50,000
81
$489K 0.1%
8,250
82
$485K 0.1%
+24,985
83
$456K 0.09%
1,752
84
$450K 0.09%
+4,533
85
$448K 0.09%
14,354
86
$438K 0.09%
14,733
-4,014
87
$424K 0.09%
3,603
88
$407K 0.08%
1,824
89
$381K 0.08%
12,430
90
$380K 0.08%
1,248
91
$355K 0.07%
7,525
+1,190
92
$342K 0.07%
13,372
+685
93
$333K 0.07%
1,330
94
$332K 0.07%
9,500
-1,900
95
$315K 0.06%
8,075
96
$315K 0.06%
+6,000
97
$301K 0.06%
6,070
-530
98
$296K 0.06%
5,740
-4,534
99
$290K 0.06%
3,574
100
$283K 0.06%
2,743
-1,965