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
$522M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$4.4M
3
+$3.88M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.35M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.16M

Top Sells

1
+$46.4M
2
+$7.85M
3
+$6.2M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.44M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.26M

Sector Composition

1 Consumer Discretionary 3.69%
2 Communication Services 2.54%
3 Technology 2.27%
4 Financials 1.88%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.06%
+3,240
102
$302K 0.06%
6,000
103
$300K 0.06%
5,740
104
$291K 0.06%
+4,000
105
$288K 0.06%
3,574
106
$287K 0.05%
1,060
-270
107
$283K 0.05%
3,275
-60,766
108
$278K 0.05%
3,846
+345
109
$276K 0.05%
4,124
110
$271K 0.05%
2,054
-122
111
$266K 0.05%
6,697
112
$264K 0.05%
1,414
113
$246K 0.05%
1,206
114
$245K 0.05%
1,745
115
$240K 0.05%
3,000
+30
116
$239K 0.05%
6,348
117
$236K 0.05%
+2,585
118
$236K 0.05%
1,455
-270
119
$236K 0.05%
+303
120
$227K 0.04%
2,945
+135
121
$221K 0.04%
769
-20
122
$219K 0.04%
5,580
123
$208K 0.04%
+431
124
$207K 0.04%
+1,560
125
$205K 0.04%
12,500
2 3 4
5
6