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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
262
+22
177
$10K ﹤0.01%
28
178
$10K ﹤0.01%
58
+24
179
$10K ﹤0.01%
+296
180
$10K ﹤0.01%
210
-723
181
$10K ﹤0.01%
+185
182
$10K ﹤0.01%
101
+41
183
$10K ﹤0.01%
5
184
$10K ﹤0.01%
+165
185
$9K ﹤0.01%
233
-1,017
186
$9K ﹤0.01%
125
187
$9K ﹤0.01%
+721
188
$9K ﹤0.01%
+338
189
$9K ﹤0.01%
80
-1,223
190
$9K ﹤0.01%
192
+106
191
$9K ﹤0.01%
62
-143
192
$9K ﹤0.01%
+393
193
$9K ﹤0.01%
+65
194
$9K ﹤0.01%
80
-567
195
$9K ﹤0.01%
43
-254
196
$9K ﹤0.01%
+441
197
$9K ﹤0.01%
+155
198
$9K ﹤0.01%
+2,500
199
$9K ﹤0.01%
+58
200
$9K ﹤0.01%
58
-46
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