EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$4.7M
3
+$3.55M
4
PLTR icon
Palantir
PLTR
+$2.42M
5
PYPL icon
PayPal
PYPL
+$2.29M

Top Sells

1
+$20.1M
2
+$15M
3
+$9.01M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.39M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.05%
1,545
102
$234K 0.05%
1,000
103
$228K 0.05%
1,655
-262
104
$227K 0.05%
688
105
$226K 0.05%
1,315
106
$222K 0.05%
1,135
107
$220K 0.05%
3,430
-370
108
$219K 0.05%
2,040
109
$216K 0.04%
2,160
110
$208K 0.04%
+5,500
111
$208K 0.04%
1,254
-147
112
$207K 0.04%
829
113
$204K 0.04%
2,238
114
$203K 0.04%
+1,060
115
$161K 0.03%
14,128
-2,308
116
$159K 0.03%
10,733
117
$123K 0.03%
21,518
118
$94K 0.02%
+10,000
119
$88K 0.02%
11,000
120
$79K 0.02%
5,000
121
$79K 0.02%
23,272
122
$79K 0.02%
+10,000
123
– –
-1,010
124
– –
-6,429
125
– –
-2,486
2 3 4
5
6