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
251
$13K ﹤0.01%
+578
252
$13K ﹤0.01%
124
-80
253
$13K ﹤0.01%
147
+130
254
$13K ﹤0.01%
+214
255
$13K ﹤0.01%
572
+125
256
$13K ﹤0.01%
+47
257
$13K ﹤0.01%
180
+91
258
$13K ﹤0.01%
216
+158
259
$12K ﹤0.01%
807
260
$12K ﹤0.01%
710
261
$12K ﹤0.01%
281
+113
262
$12K ﹤0.01%
528
-136
263
$12K ﹤0.01%
71
+58
264
$12K ﹤0.01%
449
265
$12K ﹤0.01%
+136
266
$12K ﹤0.01%
+130
267
$12K ﹤0.01%
294
-102
268
$12K ﹤0.01%
428
269
$11K ﹤0.01%
+176
270
$11K ﹤0.01%
+3,630
271
$11K ﹤0.01%
+67
272
$11K ﹤0.01%
+168
273
$11K ﹤0.01%
88
-37
274
$11K ﹤0.01%
+37
275
$11K ﹤0.01%
104
+79
9 10
11
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