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
$218M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$6.73M
3
+$3.4M
4
VTV icon
Vanguard Value ETF
VTV
+$3.29M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.86M

Top Sells

1
+$8.48M
2
+$7.45M
3
+$5.18M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$5.16M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.51M

Sector Composition

1 Financials 4.06%
2 Consumer Discretionary 2.11%
3 Communication Services 1.7%
4 Technology 1.64%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3
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+18
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$0 ﹤0.01%
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104
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105
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-1,380
106
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123
$0 ﹤0.01%
+10
124
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-27,245
125
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3 4
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6 7