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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K ﹤0.01%
+263
277
$22K ﹤0.01%
87
278
$22K ﹤0.01%
91
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279
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280
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5,377
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281
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4,282
283
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293
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285
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286
$21K ﹤0.01%
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287
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288
$21K ﹤0.01%
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+1,260
290
$21K ﹤0.01%
+110
291
$21K ﹤0.01%
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$20K ﹤0.01%
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296
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298
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193
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299
$19K ﹤0.01%
267
300
$19K ﹤0.01%
578
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