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
$513M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.11M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$906K
5
MSFT icon
Microsoft
MSFT
+$722K

Top Sells

1
+$21.7M
2
+$6.63M
3
+$4.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
GLD icon
SPDR Gold Trust
GLD
+$1.42M

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 3.19%
3 Communication Services 3.14%
4 Financials 1.86%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.11%
5,895
+180
77
$537K 0.1%
14,305
78
$527K 0.1%
4,947
79
$521K 0.1%
8,939
80
$509K 0.1%
24,985
81
$498K 0.1%
3,603
82
$489K 0.1%
10,545
+3,050
83
$482K 0.09%
1,824
84
$472K 0.09%
5,000
85
$461K 0.09%
20,482
86
$457K 0.09%
14,483
+129
87
$426K 0.08%
1,635
+277
88
$425K 0.08%
+1,722
89
$417K 0.08%
8,130
-250
90
$406K 0.08%
6,000
-250
91
$401K 0.08%
12,430
92
$391K 0.08%
13,372
93
$388K 0.08%
1,243
-5
94
$380K 0.07%
5,611
+211
95
$344K 0.07%
8,870
96
$339K 0.07%
+2,507
97
$338K 0.07%
748
-17
98
$322K 0.06%
3,850
+575
99
$319K 0.06%
3,146
-1,965
100
$308K 0.06%
1,798
+49
2 3
4
5 6