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
$417M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$7M
3
+$3.59M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$795K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$612K

Top Sells

1
+$5.95M
2
+$2.57M
3
+$2.49M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.06M
5
VLTA
Volta Inc.
VLTA
+$1.75M

Sector Composition

1 Financials 10.17%
2 Consumer Discretionary 2.63%
3 Communication Services 2.21%
4 Technology 2.08%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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134
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138
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-4,932,324
2 3 4 5
6