EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$18.3M
3
+$13.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Consumer Discretionary 1.89%
3 Communication Services 1.51%
4 Technology 1.45%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
+360
127
$10K ﹤0.01%
+4,000
128
$9K ﹤0.01%
+1,000
129
$6K ﹤0.01%
+4,200
130
$5K ﹤0.01%
+100
131
$4K ﹤0.01%
+75
132
$4K ﹤0.01%
+6
133
$4K ﹤0.01%
+10
134
$4K ﹤0.01%
+200
135
$3K ﹤0.01%
+46
136
$2K ﹤0.01%
+100
137
$2K ﹤0.01%
+75
138
$1K ﹤0.01%
+3
139
$1K ﹤0.01%
+50
140
$0 ﹤0.01%
+1
141
– –
0
142
$0 ﹤0.01%
+1,500
2 3 4 5
6