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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$18.2M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
250
-2,902
102
$19K 0.01%
+130
103
$18K 0.01%
113
+51
104
$18K 0.01%
600
+100
105
$18K 0.01%
185
-1,544
106
$18K 0.01%
132
+82
107
$18K 0.01%
137
+12
108
$18K 0.01%
140
-33
109
$18K 0.01%
328
+115
110
$18K 0.01%
300
-244
111
$18K 0.01%
+2,000
112
$18K 0.01%
4,200
113
$17K 0.01%
63
114
$17K 0.01%
+807
115
$17K 0.01%
399
+352
116
$17K 0.01%
117
+86
117
$17K 0.01%
142
+104
118
$17K 0.01%
224
+23
119
$17K 0.01%
76
+37
120
$17K 0.01%
+3,750
121
$16K 0.01%
255
-421
122
$16K 0.01%
+1,310
123
$16K 0.01%
+449
124
$16K 0.01%
292
-52
125
$16K 0.01%
42
3 4
5
6 7