EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.03%
757
+690
127
$124K 0.03%
+1,563
128
$120K 0.03%
729
129
$118K 0.03%
+3,250
130
$117K 0.03%
1,045
+350
131
$116K 0.03%
738
+533
132
$113K 0.03%
+814
133
$113K 0.03%
1,305
-28
134
$112K 0.03%
1,855
+555
135
$112K 0.03%
2,598
+2,325
136
$111K 0.03%
+2,005
137
$111K 0.03%
1,931
+1,580
138
$111K 0.03%
+2,588
139
$106K 0.03%
1,779
+979
140
$100K 0.03%
498
+460
141
$100K 0.03%
227
-11
142
$99K 0.03%
4,093
-71
143
$98K 0.03%
2,690
+2,130
144
$98K 0.03%
13,783
-3,787,822
145
$97K 0.03%
6,000
146
$95K 0.03%
4,036
+1,834
147
$94K 0.03%
+708
148
$92K 0.03%
+1,673
149
$89K 0.02%
1,020
150
$89K 0.02%
+1,700
4 5
6
7 8