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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
IUSBIshares Tr
Recent Activity
Decreased -8.83%
0.46%
$2.696M
59,652 shares@ $45.2 avg price
ITAIshares Tr
Recent Activity
Decreased -0.08%
0.45%
$2.663M
18,318 shares@ $145.35 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -55.8%
0.43%
$2.562M
45,385 shares@ $56.46 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.57%
0.39%
$2.278M
16,878 shares@ $134.97 avg price
SOXXIshares Tr
Recent Activity
Decreased -22.41%
0.27%
$1.589M
7,372 shares@ $215.5 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -0.43%
0.27%
$1.564M
35,546 shares@ $44.01 avg price
EMBIshares Tr
Recent Activity
Decreased -0.57%
0.25%
$1.491M
16,738 shares@ $89.06 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -3.59%
0.25%
$1.479M
18,961 shares@ $78.02 avg price
IOOIshares Tr
Recent Activity
Decreased -2.93%
0.14%
$831,756
8,254 shares@ $100.78 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -2.65%
0.14%
$828,698
14,596 shares@ $56.78 avg price