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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32K 0.01%
+391
102
$32K 0.01%
+172
103
$32K 0.01%
+582
104
$31K 0.01%
+148
105
$31K 0.01%
+118
106
$31K 0.01%
+544
107
$30K 0.01%
+181
108
$29K 0.01%
+468
109
$28K 0.01%
170
110
$27K 0.01%
+205
111
$27K 0.01%
+178
112
$27K 0.01%
+2,516
113
$26K 0.01%
+610
114
$25K 0.01%
+4,577
115
$25K 0.01%
446
+346
116
$25K 0.01%
+164
117
$25K 0.01%
+536
118
$24K 0.01%
+96
119
$24K 0.01%
+174
120
$23K 0.01%
+472
121
$23K 0.01%
+173
122
$22K 0.01%
+126
123
$22K 0.01%
+597
124
$21K 0.01%
+611
125
$21K 0.01%
+115
3 4
5
6 7