EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.9M
3
+$4.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.73M

Top Sells

1
+$8.01M
2
+$7.11M
3
+$3.52M
4
GLD icon
SPDR Gold Trust
GLD
+$2.75M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.15M

Sector Composition

1 Technology 5.32%
2 Consumer Discretionary 4.28%
3 Communication Services 2.85%
4 Financials 2.61%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.07%
+1,780
102
$485K 0.07%
+5,897
103
$479K 0.07%
+7,326
104
$469K 0.07%
5,000
105
$462K 0.07%
1,275
106
$433K 0.06%
4,840
+572
107
$432K 0.06%
14,064
108
$426K 0.06%
19,800
+818
109
$426K 0.06%
1,545
-85
110
$407K 0.06%
2,098
-529
111
$406K 0.06%
7,616
+1
112
$392K 0.06%
6,874
+251
113
$386K 0.06%
+4,031
114
$382K 0.06%
1,746
115
$378K 0.06%
12,295
+700
116
$376K 0.06%
2,062
-77
117
$375K 0.05%
1,055
-12
118
$364K 0.05%
+4,390
119
$341K 0.05%
18,715
-200
120
$338K 0.05%
1,082
+11
121
$337K 0.05%
595
-80
122
$335K 0.05%
1,302
+272
123
$334K 0.05%
+8,500
124
$323K 0.05%
+6,991
125
$322K 0.05%
11,000
3 4
5
6 7