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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
+92
202
$8K ﹤0.01%
+46
203
$7K ﹤0.01%
+182
204
$7K ﹤0.01%
+339
205
$7K ﹤0.01%
+131
206
$7K ﹤0.01%
+34
207
$7K ﹤0.01%
+83
208
$7K ﹤0.01%
+74
209
$7K ﹤0.01%
+20
210
$7K ﹤0.01%
+176
211
$7K ﹤0.01%
+31
212
$7K ﹤0.01%
+35
213
$7K ﹤0.01%
+99
214
$7K ﹤0.01%
+77
215
$7K ﹤0.01%
+65
216
$7K ﹤0.01%
4,000
217
$7K ﹤0.01%
+43
218
$7K ﹤0.01%
+21
219
$7K ﹤0.01%
+43
220
$7K ﹤0.01%
+53
221
$7K ﹤0.01%
127
-368
222
$7K ﹤0.01%
+52
223
$7K ﹤0.01%
+381
224
$7K ﹤0.01%
+76
225
$6K ﹤0.01%
+53
7 8
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