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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 $598,963,780
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 252,349 $141,161,166 23.57%
2.
Sector Spdr Trust
 XLB 254,796 $52,610,783 8.78%
3.
Sector Spdr Trust
 XLB 607,251 $30,247,106 5.05%
4.
Global X Fds - US INFR DEV ETF
 760,546 $28,695,426 4.79%
5.
Amazon Com Inc
 AMZN 103,921 $19,771,921 3.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)