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
$599M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.42M
3
+$3.63M
4
CRM icon
Salesforce
CRM
+$3.33M
5
GLD icon
SPDR Gold Trust
GLD
+$2.9M

Top Sells

1
+$4.51M
2
+$3.52M
3
+$2.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.26M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$835K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 4.27%
3 Communication Services 2.74%
4 Financials 2.7%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.07%
2,485
+600
102
$382K 0.06%
1,746
+600
103
$375K 0.06%
11,595
+4,320
104
$374K 0.06%
1,067
+34
105
$372K 0.06%
8,226
-95
106
$369K 0.06%
1,760
-3
107
$360K 0.06%
675
108
$353K 0.06%
628
-219
109
$349K 0.06%
4,268
+1,437
110
$348K 0.06%
18,982
111
$346K 0.06%
8,306
+1,800
112
$340K 0.06%
2,139
-150
113
$337K 0.06%
+6,623
114
$308K 0.05%
1,165
+40
115
$300K 0.05%
13,214
+1,999
116
$299K 0.05%
3,305
-55
117
$296K 0.05%
4,000
118
$296K 0.05%
3,020
+363
119
$294K 0.05%
+803
120
$294K 0.05%
3,416
+46
121
$278K 0.05%
1,460
-523
122
$273K 0.05%
1,630
-2,820
123
$272K 0.05%
7,010
-7,020
124
$262K 0.04%
4,132
125
$262K 0.04%
+11,000
3 4
5
6 7