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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K ﹤0.01%
265
302
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81
-22
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150
+47
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135
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$15K ﹤0.01%
92
306
$14K ﹤0.01%
229
+35
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533
-182
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62
-6
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$14K ﹤0.01%
+46
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+203
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$14K ﹤0.01%
78
312
$14K ﹤0.01%
710
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$14K ﹤0.01%
37
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$14K ﹤0.01%
47
315
$14K ﹤0.01%
+264
316
$14K ﹤0.01%
376
-520
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80
+3
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68
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$13K ﹤0.01%
184
320
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+113
321
$13K ﹤0.01%
300
+28
322
$13K ﹤0.01%
136
323
$13K ﹤0.01%
130
324
$13K ﹤0.01%
185
+73
325
$13K ﹤0.01%
653
11 12
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