EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
60
177
$10K ﹤0.01%
+81
178
$10K ﹤0.01%
+240
179
$10K ﹤0.01%
+179
180
$9K ﹤0.01%
+17
181
$9K ﹤0.01%
+28
182
$9K ﹤0.01%
+67
183
$9K ﹤0.01%
+154
184
$9K ﹤0.01%
+45
185
$9K ﹤0.01%
+176
186
$9K ﹤0.01%
+39
187
$9K ﹤0.01%
+5
188
$9K ﹤0.01%
+125
189
$9K ﹤0.01%
+101
190
$9K ﹤0.01%
+133
191
$9K ﹤0.01%
+119
192
$9K ﹤0.01%
+61
193
$9K ﹤0.01%
+195
194
$8K ﹤0.01%
+176
195
$8K ﹤0.01%
+212
196
$8K ﹤0.01%
+697
197
$8K ﹤0.01%
+98
198
$8K ﹤0.01%
+611
199
$8K ﹤0.01%
+18
200
$8K ﹤0.01%
+318
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