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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.01%
+600
252
$22K 0.01%
386
-300
253
$22K 0.01%
334
254
$22K 0.01%
650
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255
$22K 0.01%
346
256
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447
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257
$22K 0.01%
737
-95
258
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575
259
$21K ﹤0.01%
930
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260
$21K ﹤0.01%
97
261
$21K ﹤0.01%
4,282
262
$20K ﹤0.01%
201
263
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228
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264
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300
265
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92
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266
$20K ﹤0.01%
216
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267
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400
268
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76
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270
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1,319
271
$19K ﹤0.01%
28
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272
$19K ﹤0.01%
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273
$19K ﹤0.01%
+205
274
$19K ﹤0.01%
1,057
-324
275
$19K ﹤0.01%
47
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