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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.02%
+4,407
127
$70K 0.02%
334
+313
128
$70K 0.02%
1,142
+842
129
$69K 0.02%
336
+211
130
$68K 0.02%
566
+451
131
$66K 0.02%
1,449
+1,216
132
$62K 0.02%
612
+63
133
$62K 0.02%
695
+442
134
$60K 0.02%
498
135
$59K 0.01%
+1,065
136
$58K 0.01%
1,000
137
$57K 0.01%
1,126
+916
138
$56K 0.01%
152
+113
139
$56K 0.01%
1,100
+1,000
140
$56K 0.01%
+603
141
$56K 0.01%
+657
142
$55K 0.01%
1,300
-80
143
$55K 0.01%
505
-20
144
$54K 0.01%
+9,928
145
$54K 0.01%
+445
146
$52K 0.01%
9,774
+9,519
147
$52K 0.01%
265
+200
148
$51K 0.01%
+1,180
149
$49K 0.01%
340
+270
150
$49K 0.01%
161
+146
4 5
6
7 8