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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
+101
252
$6K ﹤0.01%
+79
253
$6K ﹤0.01%
+119
254
$6K ﹤0.01%
+69
255
$6K ﹤0.01%
+111
256
$5K ﹤0.01%
+31
257
$5K ﹤0.01%
+49
258
$5K ﹤0.01%
+25
259
$5K ﹤0.01%
+46
260
$5K ﹤0.01%
+27
261
$5K ﹤0.01%
+60
262
$5K ﹤0.01%
+26
263
$5K ﹤0.01%
+235
264
$5K ﹤0.01%
+270
265
$5K ﹤0.01%
+34
266
$5K ﹤0.01%
+85
267
$5K ﹤0.01%
+200
268
$5K ﹤0.01%
+46
269
$5K ﹤0.01%
+36
270
$5K ﹤0.01%
+34
271
$5K ﹤0.01%
+109
272
$5K ﹤0.01%
+31
273
$5K ﹤0.01%
64
+46
274
$5K ﹤0.01%
+85
275
$5K ﹤0.01%
+60
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