EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54K 0.01%
1,110
+1,000
177
$54K 0.01%
780
+348
178
$54K 0.01%
2,000
-2,970
179
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+2,011
180
$51K 0.01%
+1,650
181
$51K 0.01%
1,018
182
$50K 0.01%
+370
183
$49K 0.01%
207
-477
184
$48K 0.01%
617
185
$48K 0.01%
+27,134
186
$47K 0.01%
1,995
+1,890
187
$46K 0.01%
636
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188
$46K 0.01%
190
189
$45K 0.01%
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190
$45K 0.01%
164
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191
$45K 0.01%
+351
192
$44K 0.01%
455
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193
$43K 0.01%
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194
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195
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196
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197
$42K 0.01%
544
198
$41K 0.01%
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199
$41K 0.01%
250
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200
$40K 0.01%
171
+120
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