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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$824K

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
– –
-5,580
134
– –
-3,266
135
– –
-6,348
136
– –
-110,673
137
– –
-4,000
138
– –
-6,922
139
– –
-3,922
140
– –
-15,000
141
– –
-5,000
142
– –
-2,571
143
– –
-2,507
144
– –
-3,574
145
– –
-36,000
2 3 4 5
6