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
$598M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.01M
3
+$4.18M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.24M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.9M

Top Sells

1
+$5.11M
2
+$4.45M
3
+$3.91M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.68M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.84%
3 Communication Services 2.96%
4 Financials 2.23%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.06%
1,983
102
$366K 0.06%
+8,321
103
$362K 0.06%
6,000
104
$351K 0.06%
7,085
+2,895
105
$336K 0.06%
5,369
+1,245
106
$326K 0.05%
1,033
+80
107
$314K 0.05%
2,200
108
$313K 0.05%
1,763
-10
109
$313K 0.05%
4,132
+1,500
110
$313K 0.05%
1,885
111
$305K 0.05%
+4,000
112
$299K 0.05%
3,360
+585
113
$299K 0.05%
326
+20
114
$288K 0.05%
5,540
-200
115
$285K 0.05%
1,125
+65
116
$284K 0.05%
3,370
-5,305
117
$282K 0.05%
2,653
-90
118
$275K 0.05%
+2,289
119
$254K 0.04%
5,695
120
$250K 0.04%
324
+9
121
$245K 0.04%
1,375
122
$242K 0.04%
+6,506
123
$242K 0.04%
+2,657
124
$242K 0.04%
1,146
125
$242K 0.04%
460
3 4
5
6 7