Portfolio (Quarterly)
Guide ↗
Evolution Wealth Advisors, LLC
· CIK 0001763121| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | LAB | STANDARD BIOTOOLS INC | Healthcare | 12,210.0 | $10K | 0.00% | NEW | — | $0.82 | -21.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
75.4%
Technology
11.7%
Consumer Cyclical
7.1%
Communication Services
4.6%
Healthcare
0.5%
Consumer Defensive
0.4%
Industrials
0.3%
Energy
0.1%
Utilities
0.1%