EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$745M
1-Year Est. Return
23.16%
1 Year Est. Return
+23.16%
AUM
$745M
AUM Growth
+$61.7M
(+9%)
Holding
182
Top Buys
| 1 | +$12.3M | |
| 2 | +$11.6M | |
| 3 | +$9.86M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.97M |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$923K |
Top Sells
| 1 | +$9.27M | |
| 2 | +$4.87M | |
| 3 | +$2.76M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.15M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.92M |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Consumer Discretionary | 4% |
| 3 | Financials | 2.22% |
| 4 | Communication Services | 1.93% |
| 5 | Industrials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares MSCI Canada ETF
EWC
$3.54B
| – | – |
-6,991
|
|
||
177
iShares Global Energy ETF
IXC
$1.89B
| – | – |
-8,500
|
|
||
|
LOMA
178
Loma Negra
LOMA
$1.46B
| – | – |
-13,044
|
|
||
179
iShares MBS ETF
MBB
$39.4B
| – | – |
-5,000
|
|
||
180
Shell
SHEL
$211B
| – | – |
-3,175
|
|
||
181
SoFi Technologies
SOFI
$35.8B
| – | – |
-18,715
|
|
||
182
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
| – | – |
-2,093
|
|