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
151
– –
-5,975
152
– –
-1,481
153
– –
-1,000
3 4 5 6
7