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
$397M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.18M
3
+$5.99M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$5.73M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$5.49M

Top Sells

1
+$6.68M
2
+$6.64M
3
+$5.81M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.93M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$4.59M

Sector Composition

1 Financials 9.78%
2 Consumer Discretionary 2.9%
3 Technology 2.17%
4 Communication Services 1.98%
5 Materials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-23,272
127
– –
-10,000
128
– –
-1,000
129
– –
-36,000
130
– –
-11,000
2 3 4 5
6