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
151
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152
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153
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154
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-6,000
155
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-5,820
156
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-11,108
157
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-1,375
158
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-29,810
3 4 5 6
7