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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K ﹤0.01%
173
+28
302
$21K ﹤0.01%
373
-132
303
$20K ﹤0.01%
28
304
$20K ﹤0.01%
+70
305
$20K ﹤0.01%
+1,750
306
$20K ﹤0.01%
96
307
$20K ﹤0.01%
208
308
$20K ﹤0.01%
594
309
$19K ﹤0.01%
92
-41
310
$19K ﹤0.01%
578
311
$19K ﹤0.01%
1,800
312
$19K ﹤0.01%
345
+65
313
$19K ﹤0.01%
1,000
314
$19K ﹤0.01%
80
315
$19K ﹤0.01%
68
316
$18K ﹤0.01%
+308
317
$18K ﹤0.01%
37
318
$18K ﹤0.01%
151
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319
$18K ﹤0.01%
385
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320
$18K ﹤0.01%
378
-55
321
$18K ﹤0.01%
170
-23
322
$17K ﹤0.01%
62
-29
323
$17K ﹤0.01%
214
-69
324
$17K ﹤0.01%
3,630
325
$17K ﹤0.01%
78
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