EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.3M
3
+$13.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Consumer Discretionary 1.89%
3 Communication Services 1.51%
4 Technology 1.45%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.02%
+310
102
$39K 0.02%
+31
103
$38K 0.02%
+354
104
$38K 0.02%
+1,020
105
$35K 0.02%
+596
106
$35K 0.02%
+235
107
$33K 0.02%
+83
108
$31K 0.01%
+110
109
$29K 0.01%
+555
110
$29K 0.01%
+268
111
$22K 0.01%
+300
112
$21K 0.01%
+584
113
$20K 0.01%
+495
114
$19K 0.01%
+169
115
$18K 0.01%
+200
116
$17K 0.01%
+120
117
$15K 0.01%
+222
118
$14K 0.01%
+541
119
$13K 0.01%
+48
120
$13K 0.01%
+88
121
$13K 0.01%
+269
122
$12K 0.01%
+173
123
$11K 0.01%
+120
124
$10K ﹤0.01%
+350
125
$10K ﹤0.01%
+109
2 3 4
5
6