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
$599M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.42M
3
+$3.63M
4
CRM icon
Salesforce
CRM
+$3.33M
5
GLD icon
SPDR Gold Trust
GLD
+$2.9M

Top Sells

1
+$4.51M
2
+$3.52M
3
+$2.29M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.26M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$835K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 4.27%
3 Communication Services 2.74%
4 Financials 2.7%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.04%
4,985
-555
127
$254K 0.04%
1,521
-70
128
$252K 0.04%
460
129
$247K 0.04%
299
-25
130
$246K 0.04%
7,265
-5,165
131
$241K 0.04%
+7,237
132
$233K 0.04%
2,632
133
$233K 0.04%
3,175
-2,194
134
$227K 0.04%
2,381
-272
135
$221K 0.04%
1,299
-82
136
$221K 0.04%
3,114
+44
137
$220K 0.04%
+1,682
138
$220K 0.04%
18,915
+3,685
139
$216K 0.04%
704
140
$216K 0.04%
2,187
-2,034
141
$212K 0.04%
14,240
+3,125
142
$206K 0.03%
+1,030
143
$203K 0.03%
3,108
+668
144
$201K 0.03%
+2,177
145
$143K 0.02%
+13,044
146
$59K 0.01%
50,000
147
$43.9K 0.01%
16,080
-790
148
$37.7K 0.01%
11,438
-221
149
$13.2K ﹤0.01%
12,210
150
– –
-5,695
3 4 5
6
7