EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+6%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$453M
AUM Growth
+$453M
(+8.7%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
55.85%
Holding
125
New
5
Increased
35
Reduced
34
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$6.25M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$6.06M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$718K |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$606K |
Top Sells
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$5.13M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.8M |
| 3 |
NVIDIA
NVDA
|
$677K |
| 4 |
Innovator US Equity Buffer ETF February
BFEB
|
$558K |
| 5 |
Walt Disney
DIS
|
$438K |
Sector Composition
| 1 | Financials | 9.61% |
| 2 | Consumer Discretionary | 2.92% |
| 3 | Technology | 2.27% |
| 4 | Communication Services | 2.16% |
| 5 | Healthcare | 0.3% |
