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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K ﹤0.01%
117
+52
252
$15K ﹤0.01%
204
+192
253
$15K ﹤0.01%
64
-30
254
$15K ﹤0.01%
154
-186
255
$14K ﹤0.01%
+232
256
$14K ﹤0.01%
29
+1
257
$14K ﹤0.01%
+995
258
$14K ﹤0.01%
86
+79
259
$14K ﹤0.01%
906
+797
260
$14K ﹤0.01%
+2,578
261
$13K ﹤0.01%
+177
262
$13K ﹤0.01%
246
-487
263
$13K ﹤0.01%
+599
264
$13K ﹤0.01%
240
-22
265
$12K ﹤0.01%
+35
266
$12K ﹤0.01%
+541
267
$12K ﹤0.01%
+95
268
$12K ﹤0.01%
+81
269
$12K ﹤0.01%
58
+32
270
$12K ﹤0.01%
228
-64
271
$12K ﹤0.01%
1,195
+1,085
272
$12K ﹤0.01%
95
-98
273
$12K ﹤0.01%
303
+111
274
$12K ﹤0.01%
+199
275
$12K ﹤0.01%
199
-129
9 10
11
12 13