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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$112K 0.03%
663
+607
102
$111K 0.03%
1,172
+950
103
$108K 0.03%
334
+242
104
$106K 0.03%
459
+404
105
$105K 0.03%
+2,256
106
$104K 0.03%
+833
107
$103K 0.03%
+1,285
108
$103K 0.03%
780
+660
109
$94K 0.02%
3,148
+2,748
110
$93K 0.02%
+2,000
111
$92K 0.02%
1,098
+1,069
112
$92K 0.02%
+2,216
113
$92K 0.02%
309
+168
114
$92K 0.02%
4,778
+478
115
$89K 0.02%
+2,122
116
$89K 0.02%
865
+790
117
$88K 0.02%
1,965
118
$87K 0.02%
1,357
+232
119
$86K 0.02%
292
+249
120
$85K 0.02%
+1,695
121
$84K 0.02%
256
+193
122
$82K 0.02%
1,648
+1,431
123
$81K 0.02%
249
+232
124
$80K 0.02%
1,438
+1,146
125
$75K 0.02%
+695
3 4
5
6 7