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
$513M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.11M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$906K
5
MSFT icon
Microsoft
MSFT
+$722K

Top Sells

1
+$21.7M
2
+$6.63M
3
+$4.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
GLD icon
SPDR Gold Trust
GLD
+$1.42M

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 3.19%
3 Communication Services 3.14%
4 Financials 1.86%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.06%
2,743
102
$300K 0.06%
14,733
103
$300K 0.06%
+3,266
104
$296K 0.06%
5,740
105
$295K 0.06%
4,124
106
$292K 0.06%
6,922
+225
107
$290K 0.06%
6,000
108
$288K 0.06%
4,004
+158
109
$287K 0.06%
317
+14
110
$286K 0.06%
3,574
111
$285K 0.06%
+2,200
112
$282K 0.05%
1,060
113
$280K 0.05%
4,000
114
$274K 0.05%
+3,922
115
$264K 0.05%
1,002
-851
116
$264K 0.05%
1,885
+140
117
$257K 0.05%
1,414
118
$246K 0.05%
1,540
-20
119
$245K 0.05%
3,214
-26
120
$245K 0.05%
1,206
121
$239K 0.05%
3,048
+48
122
$237K 0.05%
1,893
-161
123
$233K 0.05%
+274
124
$229K 0.04%
769
125
$228K 0.04%
6,348
2 3 4
5
6