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
$448M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$5.27M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.65M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.04M

Top Sells

1
+$5.79M
2
+$3.64M
3
+$2.7M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.21M
5
AAPL icon
Apple
AAPL
+$595K

Sector Composition

1 Financials 9.66%
2 Consumer Discretionary 2.92%
3 Communication Services 2.39%
4 Technology 2%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.06%
+3,335
102
$252K 0.06%
1,725
103
$241K 0.05%
9,280
-430
104
$235K 0.05%
4,710
+235
105
$220K 0.05%
2,136
+7
106
$220K 0.05%
+3,757
107
$218K 0.05%
1,414
-65
108
$203K 0.05%
+2,939
109
$203K 0.05%
2,960
110
$180K 0.04%
12,500
111
$138K 0.03%
22,959
+7,200
112
$88.2K 0.02%
12,716
-500
113
$87.5K 0.02%
23,272
114
$82.8K 0.02%
1,000
115
$48.2K 0.01%
28,000
116
$29K 0.01%
10,899
117
$26.3K 0.01%
11,000
118
$21.8K ﹤0.01%
36,000
119
– –
-1,391
120
– –
-1,770
121
– –
-6,135
122
– –
-1,358
123
– –
-624
1 2 3 4
5