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
$365M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.56M
3
+$2.65M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.32M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.85M

Top Sells

1
+$5.97M
2
+$5.12M
3
+$4.42M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.32M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.11M

Sector Composition

1 Financials 12.6%
2 Consumer Discretionary 5.17%
3 Technology 2.85%
4 Communication Services 2.5%
5 Materials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-964
2 3 4 5
6