EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AVB icon
151
AvalonBay Communities
AVB
$27.8B
-22
Closed -$5K
AVGO icon
152
Broadcom
AVGO
$1.58T
-1,920
Closed -$93K
AVPT icon
153
AvePoint
AVPT
$3.45B
-500
Closed -$4K
CRWD icon
154
CrowdStrike
CRWD
$105B
-75
Closed -$18K
NCLH icon
155
Norwegian Cruise Line
NCLH
$11.6B
-500
Closed -$13K
NCNO icon
156
nCino
NCNO
$3.52B
-458
Closed -$33K
NDAQ icon
157
Nasdaq
NDAQ
$53.6B
-87
Closed -$6K
MU icon
158
Micron Technology
MU
$147B
-861
Closed -$61K
MWA icon
159
Mueller Water Products
MWA
$4.19B
-3,600
Closed -$55K
NBIX icon
160
Neurocrine Biosciences
NBIX
$14.3B
-173
Closed -$17K
ULTA icon
161
Ulta Beauty
ULTA
$23.1B
-10
Closed -$4K
USB icon
162
US Bancorp
USB
$75.9B
-58
Closed -$3K
USMV icon
163
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
-300
Closed -$22K
UNH icon
164
UnitedHealth
UNH
$286B
-387
Closed -$151K
UNM icon
165
Unum
UNM
$12.6B
-316
Closed -$8K
UNP icon
166
Union Pacific
UNP
$131B
-314
Closed -$62K
UPS icon
167
United Parcel Service
UPS
$72.1B
-92
Closed -$17K
TMO icon
168
Thermo Fisher Scientific
TMO
$186B
-111
Closed -$63K
TMUS icon
169
T-Mobile US
TMUS
$284B
-43
Closed -$5K
TNA icon
170
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
-1,205
Closed -$100K
TNDM icon
171
Tandem Diabetes Care
TNDM
$850M
-52
Closed -$6K
TNL icon
172
Travel + Leisure Co
TNL
$4.08B
-606
Closed -$33K
TROW icon
173
T Rowe Price
TROW
$23.8B
-58
Closed -$11K
TSCO icon
174
Tractor Supply
TSCO
$32.1B
-80
Closed -$3K
TSM icon
175
TSMC
TSM
$1.26T
-408
Closed -$46K