EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
101
+39
227
$16K 0.01%
+688
228
$16K 0.01%
334
-29
229
$16K 0.01%
76
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230
$16K 0.01%
+455
231
$16K 0.01%
388
232
$16K 0.01%
103
233
$16K 0.01%
776
-330
234
$15K ﹤0.01%
+3,597
235
$15K ﹤0.01%
+400
236
$15K ﹤0.01%
+42
237
$15K ﹤0.01%
78
238
$15K ﹤0.01%
120
+58
239
$15K ﹤0.01%
+530
240
$15K ﹤0.01%
330
241
$14K ﹤0.01%
5
242
$14K ﹤0.01%
273
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243
$14K ﹤0.01%
74
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244
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245
$14K ﹤0.01%
+100
246
$14K ﹤0.01%
+845
247
$14K ﹤0.01%
+190
248
$14K ﹤0.01%
283
249
$14K ﹤0.01%
+150
250
$14K ﹤0.01%
+266
8 9
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