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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
IVWIshares Tr
Recent Activity
Decreased -48.87%
0.14%
$817,824
8,055 shares@ $101.53 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.01%
0.13%
$736,402
9,530 shares@ $77.28 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -8.75%
0.11%
$606,076
10,449 shares@ $58.01 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -0.39%
0.1%
$577,721
12,455 shares@ $46.39 avg price
MBBIshares Tr
Recent Activity
Decreased -29.89%
0.08%
$458,400
5,000 shares@ $91.68 avg price
IGIBIshares Tr
Recent Activity
Decreased -5.16%
0.07%
$392,249
7,615 shares@ $51.52 avg price
EZUIshares Inc
Recent Activity
Decreased -87.53%
0.07%
$381,612
8,085 shares@ $47.2 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.56%
0.06%
$312,938
1,763 shares@ $177.51 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -3.48%
0.05%
$287,581
5,540 shares@ $51.91 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -68.43%
0.05%
$283,552
3,370 shares@ $84.15 avg price