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
$497M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.82%
2 Consumer Discretionary 3.06%
3 Communication Services 2.37%
4 Technology 2.14%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$22.5K ﹤0.01%
36,000
127
$20.9K ﹤0.01%
28,000
128
-4,710
129
-22,959
130
-3,757
131
-12,716