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
$554M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.24M
3
+$1.79M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$944K
5
NVDA icon
NVIDIA
NVDA
+$562K

Top Sells

1
+$3.25M
2
+$2.8M
3
+$958K
4
PLTR icon
Palantir
PLTR
+$888K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$824K

Sector Composition

1 Consumer Discretionary 3.62%
2 Technology 3.01%
3 Communication Services 2.68%
4 Financials 1.83%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 24.84%
240,973
+37,538
2
$48M 8.62%
212,447
-723
3
$31.8M 5.71%
771,578
-6,320
4
$22.9M 4.11%
504,623
-3,523
5
$17.8M 3.19%
95,259
-5,141
6
$16.5M 2.96%
67,847
-1,153
7
$16.2M 2.9%
33,092
-71
8
$12.2M 2.19%
79,265
+703
9
$11.1M 1.99%
452,294
+15,832
10
$10.8M 1.95%
130,687
+1,791
11
$10.1M 1.81%
42,517
+120
12
$10M 1.8%
18,973
-11
13
$9.71M 1.74%
107,372
+183
14
$9.67M 1.74%
57,865
+760
15
$7.56M 1.36%
205,650
+5,590
16
$7.49M 1.35%
557,466
-2,321
17
$7.32M 1.32%
15,916
+116
18
$7.23M 1.3%
31,091
-18
19
$6.76M 1.22%
30,625
-3,730
20
$6.76M 1.21%
76,978
+2,105
21
$6.05M 1.09%
233,411
-1,320
22
$5.94M 1.07%
102,681
+8,171
23
$5.53M 0.99%
196,098
+69
24
$5.11M 0.92%
95,088
+2,330
25
$4.95M 0.89%
63,073
-2,065
1
2 3 4 5