EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$10.3M
3
+$7.32M
4
BABA icon
Alibaba
BABA
+$4.72M
5
C icon
Citigroup
C
+$4.44M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.4M 16.16%
127,582
+24,976
2
$28.5M 12.31%
364,936
+54,138
3
$27.6M 11.92%
+714,225
4
$18.2M 7.86%
196,344
+12,575
5
$10.6M 4.58%
383,924
+18,430
6
$10.6M 4.57%
214,954
+5,300
7
$10.6M 4.57%
182,067
+38,634
8
$10.3M 4.44%
+884,433
9
$10M 4.33%
93,624
+5,950
10
$9.21M 3.98%
144,628
+10,050
11
$7.98M 3.45%
66,959
+2,670
12
$6.61M 2.86%
39,019
+27,837
13
$5.07M 2.19%
43,505
-295
14
$4.44M 1.92%
+63,404
15
$3.11M 1.34%
53,322
-295
16
$2.87M 1.24%
9
+2
17
$2.72M 1.17%
28,700
+1,540
18
$1.88M 0.81%
+26,675
19
$1.63M 0.7%
8,426
+1,670
20
$1.55M 0.67%
10,420
+875
21
$1.26M 0.55%
30,000
-16,275
22
$1.2M 0.52%
24,256
+7,744
23
$1.18M 0.51%
4,358
+53
24
$973K 0.42%
7,267
+1,008
25
$883K 0.38%
5,075
1
2 3 4 5