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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+46
302
$4K ﹤0.01%
+108
303
$4K ﹤0.01%
+22
304
$4K ﹤0.01%
+25
305
$4K ﹤0.01%
+56
306
$4K ﹤0.01%
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307
$4K ﹤0.01%
+43
308
$4K ﹤0.01%
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$4K ﹤0.01%
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310
$4K ﹤0.01%
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311
$4K ﹤0.01%
+57
312
$4K ﹤0.01%
+57
313
$4K ﹤0.01%
+21
314
$4K ﹤0.01%
+32
315
$4K ﹤0.01%
+86
316
$4K ﹤0.01%
+47
317
$4K ﹤0.01%
+62
318
$4K ﹤0.01%
+260
319
$4K ﹤0.01%
+84
320
$4K ﹤0.01%
+40
321
$4K ﹤0.01%
+15
322
$4K ﹤0.01%
+106
323
$3K ﹤0.01%
+225
324
$3K ﹤0.01%
+62
325
$3K ﹤0.01%
+37
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