EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
+334
152
$14K 0.01%
+129
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$14K 0.01%
+264
154
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156
$13K 0.01%
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157
$13K 0.01%
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158
$13K 0.01%
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159
$13K 0.01%
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160
$12K 0.01%
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161
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162
$12K 0.01%
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163
$12K 0.01%
+563
164
$11K ﹤0.01%
+308
165
$11K ﹤0.01%
+78
166
$11K ﹤0.01%
+107
167
$11K ﹤0.01%
+205
168
$11K ﹤0.01%
+213
169
$11K ﹤0.01%
+38
170
$10K ﹤0.01%
+62
171
$10K ﹤0.01%
+25
172
$10K ﹤0.01%
+50
173
$10K ﹤0.01%
+9
174
$10K ﹤0.01%
+37
175
$10K ﹤0.01%
+244
5 6
7
8 9