EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Return 18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
-$40.2M
Cap. Flow %
-6,066.63%
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SNPS icon
201
Synopsys
SNPS
$111B
-20
Closed -$6K
SPG icon
202
Simon Property Group
SPG
$59.5B
-60
Closed -$8K
SPGI icon
203
S&P Global
SPGI
$164B
-53
Closed -$23K
SPOT icon
204
Spotify
SPOT
$146B
-190
Closed -$43K
SPR icon
205
Spirit AeroSystems
SPR
$4.8B
-1,046
Closed -$46K
SQM icon
206
Sociedad Química y Minera de Chile
SQM
$13.1B
-400
Closed -$21K
SRE icon
207
Sempra
SRE
$52.9B
-114
Closed -$7K
SRPT icon
208
Sarepta Therapeutics
SRPT
$1.96B
-190
Closed -$18K
STE icon
209
Steris
STE
$24.2B
-38
Closed -$8K
STNE icon
210
StoneCo
STNE
$4.63B
-5,230
Closed -$182K
STT icon
211
State Street
STT
$32B
-36
Closed -$3K
STX icon
212
Seagate
STX
$40B
-44
Closed -$4K
STWD icon
213
Starwood Property Trust
STWD
$7.56B
-3,570
Closed -$87K
STZ icon
214
Constellation Brands
STZ
$26.2B
-15
Closed -$3K
SWAN icon
215
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$262M
-5,135
Closed -$176K
SYF icon
216
Synchrony
SYF
$28.1B
-919
Closed -$45K
SYK icon
217
Stryker
SYK
$150B
-81
Closed -$21K
SYY icon
218
Sysco
SYY
$39.4B
-195
Closed -$15K
T icon
219
AT&T
T
$212B
-1,713
Closed -$35K
TAK icon
220
Takeda Pharmaceutical
TAK
$48.6B
-277
Closed -$5K
TBT icon
221
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$291M
-1,000
Closed -$18K
TCPC icon
222
BlackRock TCP Capital
TCPC
$616M
-1,650
Closed -$22K
TD icon
223
Toronto Dominion Bank
TD
$127B
-760
Closed -$50K
TDG icon
224
TransDigm Group
TDG
$71.6B
-8
Closed -$5K
TEF icon
225
Telefonica
TEF
$30.1B
-5,376
Closed -$24K