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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$824K

Sector Composition

1 Consumer Discretionary 3.62%
2 Technology 3.01%
3 Communication Services 2.68%
4 Financials 1.83%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.11%
3,623
+2,083
77
$604K 0.11%
12,505
+1,960
78
$566K 0.1%
7,528
-2,200
79
$548K 0.1%
14,305
80
$537K 0.1%
4,947
81
$516K 0.09%
3,551
-52
82
$512K 0.09%
24,985
83
$505K 0.09%
1,824
84
$489K 0.09%
+847
85
$481K 0.09%
14,483
86
$476K 0.09%
1,940
+305
87
$431K 0.08%
8,030
-100
88
$430K 0.08%
4,054
+50
89
$423K 0.08%
1,243
90
$416K 0.07%
12,430
91
$411K 0.07%
13,372
92
$394K 0.07%
2,743
93
$391K 0.07%
1,983
+569
94
$387K 0.07%
8,870
95
$372K 0.07%
+44,050
96
$365K 0.07%
5,150
-850
97
$364K 0.07%
18,982
-1,500
98
$349K 0.06%
1,773
-25
99
$340K 0.06%
6,000
100
$310K 0.06%
3,221
+75
2 3
4
5 6