EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+7.01%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$417M
AUM Growth
+$417M
(+5%)
Cap. Flow
-$6.77M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
53.73%
Holding
138
New
20
Increased
29
Reduced
42
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.12M |
| 2 |
SPDR S&P Bank ETF
KBE
|
$7M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.59M |
| 4 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$795K |
| 5 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$612K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$5.95M |
| 2 |
Sociedad Química y Minera de Chile
SQM
|
$2.57M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.49M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.06M |
| 5 |
VLTA
Volta Inc.
VLTA
|
$1.75M |
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Consumer Discretionary | 2.63% |
| 3 | Communication Services | 2.21% |
| 4 | Technology | 2.08% |
| 5 | Healthcare | 0.38% |
