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
$598M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.01M
3
+$4.18M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.24M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.9M

Top Sells

1
+$5.11M
2
+$4.45M
3
+$3.91M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.68M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.84%
3 Communication Services 2.96%
4 Financials 2.23%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.11%
5,441
+10
77
$615K 0.1%
10,305
78
$606K 0.1%
10,449
-1,003
79
$606K 0.1%
+26,330
80
$579K 0.1%
5,433
+486
81
$579K 0.1%
6,403
+3,450
82
$578K 0.1%
12,455
-50
83
$572K 0.1%
14,030
+5,160
84
$550K 0.09%
3,551
85
$550K 0.09%
14,305
86
$527K 0.09%
1,824
87
$519K 0.09%
5,820
+670
88
$509K 0.09%
+5,000
89
$499K 0.08%
847
90
$470K 0.08%
47,880
+3,830
91
$470K 0.08%
4,221
+1,000
92
$467K 0.08%
5,505
+1,451
93
$467K 0.08%
1,243
94
$458K 0.08%
5,000
-2,132
95
$455K 0.08%
14,483
96
$432K 0.07%
18,982
97
$424K 0.07%
12,430
98
$392K 0.07%
7,615
-415
99
$384K 0.06%
+675
100
$382K 0.06%
8,085
-56,785
2 3
4
5 6