EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37K 0.01%
308
+226
127
$37K 0.01%
154
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128
$36K 0.01%
478
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129
$33K 0.01%
551
+299
130
$32K 0.01%
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131
$31K 0.01%
+647
132
$30K 0.01%
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-221
133
$30K 0.01%
275
134
$29K 0.01%
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135
$29K 0.01%
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136
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551
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137
$26K 0.01%
144
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138
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150
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139
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114
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140
$26K 0.01%
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141
$25K 0.01%
226
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142
$24K 0.01%
209
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144
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190
146
$22K 0.01%
437
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147
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273
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148
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205
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149
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283
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150
$21K 0.01%
+5
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