EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
-4.84%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$487M
AUM Growth
+$487M
(+73,400%)
Cap. Flow
-$25.8M
Cap. Flow
% of AUM
-5.31%
Top 10 Holdings %
Top 10 Hldgs %
58.03%
Holding
150
New
11
Increased
35
Reduced
38
Closed
28
Top Buys
| 1 |
iShares US Aerospace & Defense ETF
ITA
|
$9.5M |
| 2 |
Sociedad Química y Minera de Chile
SQM
|
$4.7M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$3.55M |
| 4 |
Palantir
PLTR
|
$2.42M |
| 5 |
PayPal
PYPL
|
$2.29M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$20.1M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$15M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$9.01M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$6.7M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.39M |
Sector Composition
| 1 | Financials | 12.74% |
| 2 | Technology | 4.31% |
| 3 | Consumer Discretionary | 4.13% |
| 4 | Communication Services | 1.95% |
| 5 | Materials | 1.24% |
