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
$599M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.42M
3
+$3.63M
4
CRM icon
Salesforce
CRM
+$3.33M
5
GLD icon
SPDR Gold Trust
GLD
+$2.9M

Top Sells

1
+$4.51M
2
+$3.52M
3
+$2.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.26M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$835K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 4.27%
3 Communication Services 2.74%
4 Financials 2.7%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$731K 0.12%
1,338
-35
77
$729K 0.12%
30,413
-1,900
78
$721K 0.12%
2,623
-6
79
$694K 0.12%
14,596
80
$688K 0.11%
14,665
+2,210
81
$633K 0.11%
5,441
82
$621K 0.1%
10,449
83
$593K 0.1%
6,470
+3,976
84
$561K 0.09%
1,071
+658
85
$549K 0.09%
9,535
-770
86
$542K 0.09%
5,143
-290
87
$538K 0.09%
14,305
88
$527K 0.09%
3,551
89
$496K 0.08%
5,655
-748
90
$494K 0.08%
+2,627
91
$494K 0.08%
1,824
92
$480K 0.08%
5,000
93
$470K 0.08%
77,220
+29,340
94
$469K 0.08%
5,000
95
$447K 0.07%
7,575
+490
96
$439K 0.07%
+1,217
97
$432K 0.07%
14,064
-419
98
$419K 0.07%
7,875
-210
99
$415K 0.07%
1,275
+32
100
$400K 0.07%
7,615
2 3
4
5 6