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

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

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%
150
+47
302
$15K ﹤0.01%
135
-563
303
$15K ﹤0.01%
92
304
$15K ﹤0.01%
265
305
$15K ﹤0.01%
81
-22
306
$14K ﹤0.01%
229
+35
307
$14K ﹤0.01%
533
-182
308
$14K ﹤0.01%
62
-6
309
$14K ﹤0.01%
+46
310
$14K ﹤0.01%
+203
311
$14K ﹤0.01%
78
312
$14K ﹤0.01%
+264
313
$14K ﹤0.01%
376
-520
314
$14K ﹤0.01%
80
+3
315
$14K ﹤0.01%
68
316
$14K ﹤0.01%
710
317
$14K ﹤0.01%
37
318
$14K ﹤0.01%
47
319
$13K ﹤0.01%
136
320
$13K ﹤0.01%
130
321
$13K ﹤0.01%
185
+73
322
$13K ﹤0.01%
653
323
$13K ﹤0.01%
184
324
$13K ﹤0.01%
+113
325
$13K ﹤0.01%
300
+28
11 12
13
14 15