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Luciana Roditi

@Evolution Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$597.808MTotal holdings143
Assets growth rate7.43%Assets growth rate (2-Q avg)7.93%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolution Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Evolution Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 597.808M in assets, with a quarterly growth rate of 7.43% and a 2-quarter average growth rate of 7.93%. The portfolio is managed by Luciana Roditi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PAVEGlobal X Fds
Recent Activity
Decreased -0.09%
5.22%
$31.146M
770,844 shares@ $40.41 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -15.19%
2.34%
$13.932M
57,540 shares@ $242.13 avg price
VBVanguard Index Fds
Recent Activity
Decreased -3.41%
1.66%
$9.867M
41,063 shares@ $240.29 avg price
PBDCPutnam Etf Trust
Recent Activity
Decreased -0.4%
0.78%
$4.656M
135,285 shares@ $34.42 avg price
LQDIshares Tr
Recent Activity
Decreased -4.02%
0.68%
$4.041M
37,829 shares@ $106.84 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.18%
0.63%
$3.731M
21,294 shares@ $175.22 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -0.08%
0.6%
$3.585M
15,979 shares@ $224.36 avg price
HEZUIshares Tr
Recent Activity
Decreased -53.01%
0.58%
$3.463M
96,615 shares@ $35.84 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Decreased -61.47%
0.47%
$2.79M
214,771 shares@ $13.0 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.04%
0.47%
$2.788M
61,116 shares@ $45.63 avg price