EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Est. Return
18.52%
1 Year Est. Return
+18.52%
AUM
$599M
AUM Growth
+$1.16M
(+0.19%)
Holding
158
Top Buys
| 1 | +$6.76M | |
| 2 | +$6.42M | |
| 3 | +$3.63M | |
| 4 |
Salesforce
CRM
|
+$3.33M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.9M |
Top Sells
| 1 | +$4.51M | |
| 2 | +$3.52M | |
| 3 | +$2.29M | |
| 4 |
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
Costco
COST
$415B
| – | – |
-326
|
|
||
152
Datadog
DDOG
$53.3B
| – | – |
-2,200
|
|
||
153
Franklin FTSE Mexico ETF
FLMX
$67.8M
| – | – |
-26,330
|
|
||
154
SPDR S&P Regional Banking ETF
KRE
$3.83B
| – | – |
-6,000
|
|
||
155
Netflix
NFLX
$510B
| – | – |
-582
|
|
||
156
Invesco WilderHill Clean Energy ETF
PBW
$499M
| – | – |
-11,108
|
|
||
157
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
| – | – |
-1,375
|
|
||
|
ETHE
158
Grayscale Ethereum Trust ETF
ETHE
$4.31B
| – | – |
-29,810
|
|