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
$513M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.11M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$906K
5
MSFT icon
Microsoft
MSFT
+$722K

Top Sells

1
+$21.7M
2
+$6.63M
3
+$4.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
GLD icon
SPDR Gold Trust
GLD
+$1.42M

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 3.19%
3 Communication Services 3.14%
4 Financials 1.86%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.04%
5,580
127
$203K 0.04%
460
+29
128
$200K 0.04%
2,571
-14
129
$192K 0.04%
12,500
130
$68K 0.01%
50,000
131
$35.7K 0.01%
11,109
+210
132
$29.6K 0.01%
1,000
133
$21.6K ﹤0.01%
12,210
134
$13.5K ﹤0.01%
15,000
+5,000
135
$0 ﹤0.01%
36,000
136
– –
-9,500
137
– –
-54,659
138
– –
-1,455
139
– –
-2,993
140
– –
-2,945
141
– –
-2,686
142
– –
-125
143
– –
-28,000
2 3 4 5
6