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

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

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
276
$18K ﹤0.01%
3,597
277
$18K ﹤0.01%
5,094
-283
278
$18K ﹤0.01%
345
+15
279
$18K ﹤0.01%
420
280
$17K ﹤0.01%
474
-79
281
$17K ﹤0.01%
273
-2,325
282
$17K ﹤0.01%
578
283
$17K ﹤0.01%
145
+29
284
$17K ﹤0.01%
283
285
$16K ﹤0.01%
3,630
286
$16K ﹤0.01%
+375
287
$16K ﹤0.01%
74
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288
$16K ﹤0.01%
357
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289
$16K ﹤0.01%
22
+3
290
$16K ﹤0.01%
4,500
-3,000
291
$16K ﹤0.01%
266
292
$16K ﹤0.01%
456
-1,555
293
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1,000
294
$16K ﹤0.01%
+580
295
$15K ﹤0.01%
+178
296
$15K ﹤0.01%
176
297
$15K ﹤0.01%
267
298
$15K ﹤0.01%
335
+90
299
$15K ﹤0.01%
42
-3
300
$15K ﹤0.01%
26
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