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
251
$34K 0.01%
430
252
$34K 0.01%
120
+59
253
$34K 0.01%
680
+372
254
$34K 0.01%
302
+40
255
$33K 0.01%
1,319
256
$33K 0.01%
+2,000
257
$33K 0.01%
458
+207
258
$33K 0.01%
1,280
+831
259
$33K 0.01%
606
+354
260
$32K 0.01%
+2,147
261
$32K 0.01%
415
-44,960
262
$32K 0.01%
222
+168
263
$32K 0.01%
430
264
$31K 0.01%
870
265
$31K 0.01%
306
266
$31K 0.01%
270
+97
267
$31K 0.01%
+2,500
268
$30K 0.01%
+474
269
$30K 0.01%
415
-45,615
270
$30K 0.01%
77
-74
271
$30K 0.01%
480
272
$30K 0.01%
346
273
$30K 0.01%
903
274
$29K 0.01%
+615
275
$29K 0.01%
261
+156
9 10
11
12 13