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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
+449
127
$16K 0.01%
292
-52
128
$15K 0.01%
514
-5,775
129
$15K 0.01%
80
+8
130
$15K 0.01%
632
-3,272
131
$15K 0.01%
82
+36
132
$15K 0.01%
429
-403
133
$15K 0.01%
120
+55
134
$15K 0.01%
170
135
$14K 0.01%
247
+120
136
$14K 0.01%
115
-155
137
$14K 0.01%
+125
138
$14K 0.01%
65
-30
139
$14K 0.01%
+180
140
$14K 0.01%
880
141
$13K 0.01%
+447
142
$13K 0.01%
256
-280
143
$13K 0.01%
116
+63
144
$13K 0.01%
450
-288,806
145
$13K 0.01%
+1,500
146
$13K 0.01%
+75
147
$13K 0.01%
+125
148
$12K 0.01%
+198
149
$12K 0.01%
28
+3
150
$12K 0.01%
136
+71
4 5
6
7 8