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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$824K

Sector Composition

1 Consumer Discretionary 3.62%
2 Technology 3.01%
3 Communication Services 2.68%
4 Financials 1.83%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.05%
5,740
102
$299K 0.05%
1,060
103
$297K 0.05%
1,885
104
$288K 0.05%
14,359
-374
105
$278K 0.05%
315
-2
106
$272K 0.05%
4,124
107
$271K 0.05%
306
+32
108
$270K 0.05%
2,775
-1,075
109
$262K 0.05%
953
-49
110
$253K 0.05%
2,200
111
$250K 0.05%
1,146
-60
112
$250K 0.04%
2,988
-60
113
$249K 0.04%
+5,695
114
$247K 0.04%
498
-250
115
$247K 0.04%
+1,375
116
$241K 0.04%
+413
117
$238K 0.04%
2,953
-2,658
118
$233K 0.04%
2,632
-582
119
$227K 0.04%
460
120
$221K 0.04%
704
-65
121
$220K 0.04%
+2,743
122
$212K 0.04%
1,864
-29
123
$208K 0.04%
+4,190
124
$206K 0.04%
+2,177
125
$203K 0.04%
+3,437
2 3 4
5
6