EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TSN icon
176
Tyson Foods
TSN
$20B
-35
Closed -$3K
TT icon
177
Trane Technologies
TT
$92.1B
-226
Closed -$39K
TTD icon
178
Trade Desk
TTD
$25.5B
-2,556
Closed -$180K
TTWO icon
179
Take-Two Interactive
TTWO
$44.2B
-19
Closed -$3K
TVTX icon
180
Travere Therapeutics
TVTX
$1.93B
-212
Closed -$5K
TXN icon
181
Texas Instruments
TXN
$171B
-579
Closed -$111K
UA icon
182
Under Armour Class C
UA
$2.13B
-182
Closed -$3K
WY icon
183
Weyerhaeuser
WY
$18.9B
-108
Closed -$4K
UAA icon
184
Under Armour
UAA
$2.2B
-165
Closed -$3K
UAL icon
185
United Airlines
UAL
$34.5B
-173
Closed -$8K
UL icon
186
Unilever
UL
$158B
-925
Closed -$50K
URI icon
187
United Rentals
URI
$62.7B
-27
Closed -$9K
VALE icon
188
Vale
VALE
$44.4B
-3,409
Closed -$48K
VCIT icon
189
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
-80
Closed -$8K
VGK icon
190
Vanguard FTSE Europe ETF
VGK
$26.9B
-1,700
Closed -$112K
VGSH icon
191
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
-822
Closed -$50K
VGT icon
192
Vanguard Information Technology ETF
VGT
$99.9B
-20
Closed -$8K
VHT icon
193
Vanguard Health Care ETF
VHT
$15.7B
-345
Closed -$85K
VLO icon
194
Valero Energy
VLO
$48.7B
-75
Closed -$5K
VMC icon
195
Vulcan Materials
VMC
$39B
-29
Closed -$5K
VNT icon
196
Vontier
VNT
$6.37B
-29
Closed -$1K
VOD icon
197
Vodafone
VOD
$28.5B
-4,300
Closed -$66K
VRSK icon
198
Verisk Analytics
VRSK
$37.8B
-18
Closed -$4K
VRSN icon
199
VeriSign
VRSN
$26.2B
-12
Closed -$2K
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$102B
-121
Closed -$22K