EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$981M
1-Year Est. Return
21.2%
This Fund
S&P 500
1 Year Est. Return
+21.2%
AUM
$981M
AUM Growth
-$10.7M
(-1.1%)
Holding
186
Top Buys
| 1 | +$4.66M | |
| 2 | +$4.59M | |
| 3 | +$4.21M | |
| 4 |
iShares MSCI India ETF
INDA
|
+$4.15M |
| 5 |
SPDR Gold Trust
GLD
|
+$4.01M |
Top Sells
| 1 | +$7.48M | |
| 2 | +$2.63M | |
| 3 | +$1.62M | |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$922K |
| 5 |
Vanguard Energy ETF
VDE
|
+$904K |
Sector Composition
| 1 | Technology | 27.35% |
| 2 | Consumer Discretionary | 2.75% |
| 3 | Financials | 1.68% |
| 4 | Communication Services | 1.56% |
| 5 | Industrials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Standard BioTools
LAB
$453M
| $11.2K | ﹤0.01% |
12,210
|
|
||
177
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
| – | – |
-3,615
|
|
||
178
CrowdStrike
CRWD
$190B
| – | – |
-491
|
|
||
179
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.4B
| – | – |
-807
|
|
||
180
Robinhood
HOOD
$74.6B
| – | – |
-1,916
|
|
||
181
iShares Russell 1000 Value ETF
IWD
$76B
| – | – |
-2,098
|
|
||
182
Morgan Stanley
MS
$331B
| – | – |
-1,179
|
|
||
183
UnitedHealth
UNH
$342B
| – | – |
-1,154
|
|
||
184
Vanguard FTSE Developed Markets ETF
VEA
$230B
| – | – |
-6,719
|
|
||
185
VS Media Holdings
VSME
$2.3M
| – | – |
-2,150
|
|
||
186
GeneDx Holdings
WGS
$1.57B
| – | – |
-2,632
|
|