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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
659
-1,422
277
$26K 0.01%
268
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278
$25K 0.01%
78
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279
$25K 0.01%
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280
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44
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281
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205
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282
$25K 0.01%
394
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$25K 0.01%
262
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$24K ﹤0.01%
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285
$24K ﹤0.01%
293
286
$24K ﹤0.01%
5,337
287
$24K ﹤0.01%
110
288
$24K ﹤0.01%
1,000
289
$23K ﹤0.01%
75
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290
$23K ﹤0.01%
652
291
$23K ﹤0.01%
132
292
$22K ﹤0.01%
76
-35
293
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294
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295
$22K ﹤0.01%
300
296
$21K ﹤0.01%
87
297
$21K ﹤0.01%
3,597
298
$21K ﹤0.01%
+104
299
$21K ﹤0.01%
61
+35
300
$21K ﹤0.01%
266
-68
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