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
$598M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.01M
3
+$4.18M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.24M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.9M

Top Sells

1
+$5.11M
2
+$4.45M
3
+$3.91M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.68M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.84%
3 Communication Services 2.96%
4 Financials 2.23%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.04%
+7,275
127
$235K 0.04%
+15,230
128
$231K 0.04%
+1,381
129
$230K 0.04%
+1,591
130
$228K 0.04%
+2,494
131
$227K 0.04%
704
132
$225K 0.04%
+11,215
133
$222K 0.04%
11,108
-3,251
134
$216K 0.04%
+3,070
135
$214K 0.04%
2,831
-157
136
$209K 0.04%
413
137
$208K 0.03%
+2,440
138
$202K 0.03%
+2,632
139
$160K 0.03%
11,115
140
$95.5K 0.02%
+16,870
141
$91.5K 0.02%
50,000
142
$39.5K 0.01%
11,659
+282
143
$21.4K ﹤0.01%
12,210
144
– –
-3,437
145
– –
-2,177
146
– –
-95,088
147
– –
-1,864
148
– –
-2,743
149
– –
-13,372
150
– –
-7,528
3 4 5
6
7