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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
+201
127
$20K 0.01%
+95
128
$20K 0.01%
+308
129
$20K 0.01%
+880
130
$20K 0.01%
+173
131
$19K 0.01%
+63
132
$19K 0.01%
+196
133
$19K 0.01%
+110
134
$18K 0.01%
161
-1,632
135
$18K 0.01%
+139
136
$18K 0.01%
+125
137
$18K 0.01%
+344
138
$18K 0.01%
+231
139
$17K 0.01%
+301
140
$17K 0.01%
+301
141
$17K 0.01%
+130
142
$16K 0.01%
104
-681
143
$16K 0.01%
+1,284
144
$16K 0.01%
4,200
145
$15K 0.01%
+279
146
$15K 0.01%
+500
147
$15K 0.01%
+76
148
$15K 0.01%
+42
149
$15K 0.01%
+48
150
$15K 0.01%
+178
4 5
6
7 8