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
276
$29K 0.01%
479
-3,761
277
$28K 0.01%
4,282
278
$28K 0.01%
517
+305
279
$28K 0.01%
400
280
$28K 0.01%
+536
281
$28K 0.01%
659
282
$27K 0.01%
+113
283
$27K 0.01%
500
284
$27K 0.01%
+5,974
285
$26K 0.01%
39
+10
286
$26K 0.01%
31
287
$26K 0.01%
+162
288
$25K 0.01%
1,200
+500
289
$25K 0.01%
400
-283
290
$25K 0.01%
164
-5
291
$25K 0.01%
224
-228
292
$25K 0.01%
1,600
293
$25K 0.01%
+261
294
$25K 0.01%
+1,900
295
$24K 0.01%
100
+34
296
$24K 0.01%
5,376
+255
297
$23K ﹤0.01%
53
298
$23K ﹤0.01%
+430
299
$23K ﹤0.01%
527
-792
300
$23K ﹤0.01%
278
+160
10 11
12
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