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
$210M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$39.8M
3
+$17.4M
4
GLD icon
SPDR Gold Trust
GLD
+$9.85M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M

Top Sells

1
+$37.4M
2
+$28.5M
3
+$20.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.2M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.8M

Sector Composition

1 Consumer Discretionary 31.25%
2 Materials 23.42%
3 Financials 4.06%
4 Utilities 1.6%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
+55
202
$9K ﹤0.01%
+47
203
$8K ﹤0.01%
+175
204
$8K ﹤0.01%
18
205
$8K ﹤0.01%
+89
206
$8K ﹤0.01%
235
+176
207
$8K ﹤0.01%
149
+48
208
$8K ﹤0.01%
+73
209
$8K ﹤0.01%
147
+28
210
$8K ﹤0.01%
110
+55
211
$8K ﹤0.01%
126
-32
212
$8K ﹤0.01%
92
213
$8K ﹤0.01%
53
+35
214
$8K ﹤0.01%
55
+12
215
$8K ﹤0.01%
366
+78
216
$8K ﹤0.01%
+396
217
$8K ﹤0.01%
+76
218
$8K ﹤0.01%
31
219
$8K ﹤0.01%
77
220
$8K ﹤0.01%
90
+47
221
$8K ﹤0.01%
49
-123
222
$8K ﹤0.01%
+168
223
$8K ﹤0.01%
+405
224
$8K ﹤0.01%
+198
225
$7K ﹤0.01%
52
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