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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
+125
302
$9K ﹤0.01%
+119
303
$9K ﹤0.01%
+67
304
$9K ﹤0.01%
+376
305
$9K ﹤0.01%
+24
306
$9K ﹤0.01%
+190
307
$9K ﹤0.01%
371
308
$9K ﹤0.01%
+77
309
$9K ﹤0.01%
+165
310
$9K ﹤0.01%
65
+10
311
$9K ﹤0.01%
+119
312
$8K ﹤0.01%
66
+27
313
$8K ﹤0.01%
+101
314
$8K ﹤0.01%
39
-1
315
$8K ﹤0.01%
38
-13,259
316
$8K ﹤0.01%
+53
317
$8K ﹤0.01%
500
318
$8K ﹤0.01%
+136
319
$8K ﹤0.01%
98
+53
320
$8K ﹤0.01%
+653
321
$7K ﹤0.01%
+48
322
$7K ﹤0.01%
+114
323
$7K ﹤0.01%
+137
324
$7K ﹤0.01%
+26
325
$7K ﹤0.01%
+70
11 12
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