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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$30.4M
3
+$24.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$64M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$814K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49K 0.01%
2,506
+2,267
152
$48K 0.01%
548
+378
153
$47K 0.01%
1,341
+443
154
$47K 0.01%
1,583
+1,527
155
$47K 0.01%
213
+164
156
$46K 0.01%
296
+264
157
$45K 0.01%
617
158
$45K 0.01%
263
+150
159
$45K 0.01%
165
+134
160
$43K 0.01%
362
+255
161
$43K 0.01%
+1,485
162
$42K 0.01%
+449
163
$42K 0.01%
220
+152
164
$42K 0.01%
+702
165
$41K 0.01%
745
+243
166
$41K 0.01%
379
+340
167
$41K 0.01%
154
+44
168
$41K 0.01%
+1,405
169
$40K 0.01%
575
+431
170
$39K 0.01%
+412
171
$39K 0.01%
1,354
+1,272
172
$38K 0.01%
+1,014
173
$38K 0.01%
326
+276
174
$38K 0.01%
261
+231
175
$37K 0.01%
625
+589
5 6
7
8 9