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
$487M
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$4.7M
3
+$3.55M
4
PLTR icon
Palantir
PLTR
+$2.42M
5
PYPL icon
PayPal
PYPL
+$2.29M

Top Sells

1
+$20.1M
2
+$15M
3
+$9.01M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.39M

Sector Composition

1 Financials 12.74%
2 Technology 4.31%
3 Consumer Discretionary 4.13%
4 Communication Services 1.95%
5 Materials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.4M 10.55%
3,801,889
-175
2
$51.2M 10.52%
113,348
-5,887
3
$42M 8.62%
263,954
-42,120
4
$25.8M 5.31%
674,068
+5,710
5
$23.3M 4.79%
582,509
+25,701
6
$23.3M 4.79%
824,627
+14,918
7
$19.4M 3.99%
141,867
+5,632
8
$17.2M 3.54%
250,177
+15,521
9
$14.6M 3%
80,877
+2,347
10
$14.2M 2.91%
86,720
-6,760
11
$13.2M 2.71%
356,785
+6,226
12
$11.5M 2.37%
54,252
-70,434
13
$10.6M 2.17%
139,159
+9,557
14
$10.3M 2.12%
28,423
-55,305
15
$10.2M 2.09%
54,966
-23,724
16
$9.72M 2%
87,723
+85,723
17
$7.12M 1.46%
93,163
+46,430
18
$6.06M 1.24%
34,587
+2,742
19
$5.97M 1.23%
227,184
+8,115
20
$5.67M 1.17%
16,072
+115
21
$5.31M 1.09%
203,635
+5,410
22
$4.96M 1.02%
76,059
+4,910
23
$4.73M 0.97%
52,642
+8,079
24
$4.7M 0.97%
+54,900
25
$4.68M 0.96%
84,271
+805
1
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