EWA

Evolution Wealth Advisors Portfolio holdings

AUM $981M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$3.51M
3
+$3.22M
4
PYPL icon
PayPal
PYPL
+$2.64M
5
RBLX icon
Roblox
RBLX
+$2.56M

Top Sells

1
+$19.6M
2
+$14.8M
3
+$8.88M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.61M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.35M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
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