EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.9M
3
+$4.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.73M

Top Sells

1
+$8.01M
2
+$7.11M
3
+$3.52M
4
GLD icon
SPDR Gold Trust
GLD
+$2.75M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.15M

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 4.28%
3 Communication Services 2.85%
4 Financials 2.61%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$943K 0.14%
8,624
77
$940K 0.14%
2,087
-17,782
78
$922K 0.14%
1,303
-35
79
$890K 0.13%
8,254
80
$850K 0.12%
2,796
+173
81
$786K 0.12%
8,391
+85
82
$760K 0.11%
31,355
-620
83
$725K 0.11%
30,413
84
$711K 0.1%
5,622
-131
85
$701K 0.1%
5,448
+7
86
$689K 0.1%
14,695
+30
87
$637K 0.09%
+6,426
88
$625K 0.09%
10,449
89
$622K 0.09%
9,535
90
$607K 0.09%
3,551
91
$593K 0.09%
6,470
92
$587K 0.09%
5,000
93
$572K 0.08%
14,305
94
$569K 0.08%
5,020
-870
95
$557K 0.08%
5,693
+38
96
$555K 0.08%
1,824
97
$545K 0.08%
8,740
+1,165
98
$539K 0.08%
1,270
+53
99
$537K 0.08%
5,143
100
$524K 0.08%
2,485
2 3
4
5 6