EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
62
+14
202
$11K ﹤0.01%
112
+43
203
$11K ﹤0.01%
135
+95
204
$11K ﹤0.01%
328
+129
205
$11K ﹤0.01%
388
+228
206
$11K ﹤0.01%
+428
207
$11K ﹤0.01%
188
-96
208
– –
-26,652
209
$10K ﹤0.01%
208
+33
210
$10K ﹤0.01%
+1,125
211
$10K ﹤0.01%
60
-205
212
$10K ﹤0.01%
85
-32
213
$10K ﹤0.01%
300
-1,755,795
214
$9K ﹤0.01%
+198
215
$9K ﹤0.01%
+245
216
$9K ﹤0.01%
10
+1
217
$9K ﹤0.01%
+371
218
$9K ﹤0.01%
+447
219
$9K ﹤0.01%
122
-3,343
220
$8K ﹤0.01%
+205
221
$8K ﹤0.01%
220
-168
222
$8K ﹤0.01%
64
-135
223
$8K ﹤0.01%
1,106
+200
224
$8K ﹤0.01%
+175
225
$8K ﹤0.01%
165
-37
7 8
9
10 11