EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.01%
919
+541
227
$44K 0.01%
+59
228
$44K 0.01%
210
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229
$44K 0.01%
227
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230
$44K 0.01%
837
231
$43K 0.01%
168
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232
$43K 0.01%
718
-1,042
233
$43K 0.01%
190
234
$42K 0.01%
300
235
$42K 0.01%
721
+348
236
$41K 0.01%
8,108
-97,443
237
$41K 0.01%
98
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238
$41K 0.01%
453
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239
$40K 0.01%
69
240
$39K 0.01%
510
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241
$39K 0.01%
226
+68
242
$38K 0.01%
+272
243
$38K 0.01%
338
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244
$37K 0.01%
170
245
$37K 0.01%
5,000
+500
246
$36K 0.01%
353
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247
$36K 0.01%
+545
248
$35K 0.01%
3,900
249
$35K 0.01%
686
+341
250
$35K 0.01%
1,713
-85,896
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10
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