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Home > Institutional Investor > Evolution Wealth Advisors, Llc > Profile

Instuitional Investor - Evolution Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evolution Wealth Advisors, Llc
Portfolio Value $597,808,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 248,112 $145,420,701 24.32%
2.
Sector Spdr Trust
 XLB 258,646 $60,144,107 10.06%
3.
Global X Fds
 770,844 $31,146,393 5.21%
4.
Sector Spdr Trust
 XLB 608,289 $29,398,565 4.91%
5.
Amazon Com Inc
 AMZN 101,306 $22,228,726 3.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)