EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.8M
3
+$9.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$8.75M

Top Sells

1
+$26.9M
2
+$9.01M
3
+$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.06M
5
DIS icon
Walt Disney
DIS
+$1.9M

Sector Composition

1 Materials 14.03%
2 Consumer Discretionary 5.71%
3 Technology 3.64%
4 Communication Services 2.78%
5 Financials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38K 0.01%
+2,200
202
$38K 0.01%
1,362
203
$38K 0.01%
2,727
204
$37K 0.01%
189
+118
205
$37K 0.01%
+3,600
206
$37K 0.01%
389
+4
207
$37K 0.01%
1,205
208
$37K 0.01%
187
+124
209
$37K 0.01%
4,904
+977
210
$36K 0.01%
236
+25
211
$36K 0.01%
+3,409
212
$35K 0.01%
1,141
+419
213
$34K 0.01%
69
214
$34K 0.01%
113
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215
$34K 0.01%
164
216
$34K 0.01%
473
+430
217
$34K 0.01%
+3,900
218
$34K 0.01%
+100
219
$33K 0.01%
198
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220
$33K 0.01%
386
221
$33K 0.01%
236
+21
222
$32K 0.01%
924
223
$32K 0.01%
944
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224
$32K 0.01%
379
-68
225
$31K 0.01%
+430
7 8
9
10 11