EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$992M
1-Year Est. Return
22.21%
This Fund
S&P 500
1 Year Est. Return
+22.21%
AUM
$745M
AUM Growth
+$61.7M
(+9%)
Holding
182
Top Buys
| 1 | +$11.6M | |
| 2 | +$10.9M | |
| 3 | +$9.26M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.9M |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$873K |
Top Sells
| 1 | +$8M | |
| 2 | +$2.76M | |
| 3 | +$2.52M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$2.09M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.89M |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Consumer Discretionary | 4% |
| 3 | Financials | 2.22% |
| 4 | Communication Services | 1.93% |
| 5 | Industrials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
SoFi Technologies
SOFI
$22.6B
| – | – |
-18,715
|
|
||
177
iShares 10-20 Year Treasury Bond ETF
TLH
$12.8B
| – | – |
-2,093
|
|
||
178
Direxion Daily TSLA Bull 2X Shares
TSLL
$5.01B
| – | – |
-22,464
|
|
||
179
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.5B
| – | – |
-10,449
|
|
||
180
Vanguard Mid-Cap ETF
VO
$96.4B
| – | – |
-1,780
|
|
||
181
TeraWulf
WULF
$6.79B
| – | – |
-16,080
|
|
||
182
iShares Core Universal USD Bond ETF
IUSB
$36.2B
| – | – |
-59,608
|
|