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
276
$11K ﹤0.01%
280
+135
277
$11K ﹤0.01%
63
+26
278
$11K ﹤0.01%
208
-682
279
$11K ﹤0.01%
98
-55
280
$11K ﹤0.01%
175
+68
281
$10K ﹤0.01%
42
+19
282
$10K ﹤0.01%
+78
283
$10K ﹤0.01%
+267
284
$10K ﹤0.01%
245
285
$10K ﹤0.01%
10
286
$10K ﹤0.01%
1,125
287
$10K ﹤0.01%
+94
288
$10K ﹤0.01%
+266
289
$10K ﹤0.01%
53
+23
290
$10K ﹤0.01%
95
-17
291
$10K ﹤0.01%
+51
292
$10K ﹤0.01%
92
-20,432
293
$10K ﹤0.01%
266
-62
294
$10K ﹤0.01%
260
-181
295
$10K ﹤0.01%
+68
296
$10K ﹤0.01%
104
+25
297
$9K ﹤0.01%
+28
298
$9K ﹤0.01%
+37
299
$9K ﹤0.01%
+92
300
$9K ﹤0.01%
+349
10 11
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