EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$745M
1-Year Est. Return
23.16%
1 Year Est. Return
+23.16%
AUM
$683M
AUM Growth
+$84.1M
(+14%)
Holding
177
Top Buys
| 1 | +$16.1M | |
| 2 | +$4.9M | |
| 3 | +$4.45M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.4M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$1.73M |
Top Sells
| 1 | +$8.01M | |
| 2 | +$7.11M | |
| 3 | +$3.52M | |
| 4 |
SPDR Gold Trust
GLD
|
+$2.75M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.15M |
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Consumer Discretionary | 4.28% |
| 3 | Communication Services | 2.85% |
| 4 | Financials | 2.61% |
| 5 | Industrials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Shopify
SHOP
$191B
| – | – |
-2,381
|
|
||
177
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| – | – |
-18,961
|
|