EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+2.51%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$513M
AUM Growth
+$513M
(-1.7%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-3.69%
Top 10 Holdings %
Top 10 Hldgs %
56.74%
Holding
144
New
9
Increased
54
Reduced
29
Closed
9
Top Buys
| 1 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$7.26M |
| 2 |
NVIDIA
NVDA
|
$1.32M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$1.11M |
| 4 |
Amazon
AMZN
|
$1.06M |
| 5 |
Apple
AAPL
|
$906K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.7M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$6.63M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.25M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$4.1M |
| 5 |
SPDR Gold Trust
GLD
|
$1.42M |
Sector Composition
| 1 | Consumer Discretionary | 4.22% |
| 2 | Technology | 3.19% |
| 3 | Communication Services | 3.14% |
| 4 | Financials | 1.86% |
| 5 | Healthcare | 0.18% |
