EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$3.11M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$910K
5
NVDA icon
NVIDIA
NVDA
+$547K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$938K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$798K
5
PLTR icon
Palantir
PLTR
+$733K

Sector Composition

1 Consumer Discretionary 3.62%
2 Technology 3.01%
3 Communication Services 2.68%
4 Financials 1.83%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.04%
+1,481
127
$176K 0.03%
11,115
-1,385
128
$85K 0.02%
50,000
129
$44.6K 0.01%
11,377
+268
130
$23.6K ﹤0.01%
12,210
131
$18.2K ﹤0.01%
1,000
132
– –
-137,971
133
– –
-3,574
134
– –
-5,580
135
– –
-3,266
136
– –
-6,348
137
– –
-110,673
138
– –
-4,000
139
– –
-6,922
140
– –
-3,922
141
– –
-15,000
142
– –
-5,000
143
– –
-2,571
144
– –
-2,507
145
– –
-36,000
2 3 4 5
6