EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
-11.44%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.67%
Holding
142
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$24.6M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$18.3M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$13.4M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$12.3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$8.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.68% |
| 2 | Consumer Discretionary | 1.89% |
| 3 | Communication Services | 1.51% |
| 4 | Technology | 1.45% |
| 5 | Healthcare | 0.07% |
