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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22K ﹤0.01%
790
-138,997
302
$22K ﹤0.01%
76
303
$22K ﹤0.01%
110
304
$22K ﹤0.01%
110
305
$22K ﹤0.01%
+1,650
306
$22K ﹤0.01%
300
307
$22K ﹤0.01%
121
-161
308
$21K ﹤0.01%
5,337
309
$21K ﹤0.01%
400
-100
310
$21K ﹤0.01%
81
-101
311
$21K ﹤0.01%
600
312
$21K ﹤0.01%
1,260
313
$20K ﹤0.01%
28
314
$20K ﹤0.01%
37
315
$20K ﹤0.01%
60
-39
316
$20K ﹤0.01%
208
317
$19K ﹤0.01%
234
+131
318
$19K ﹤0.01%
87
319
$19K ﹤0.01%
1,750
320
$19K ﹤0.01%
136
321
$18K ﹤0.01%
3,596
-1
322
$18K ﹤0.01%
222
-6
323
$18K ﹤0.01%
75
+50
324
$18K ﹤0.01%
120
+28
325
$18K ﹤0.01%
1,800
11 12
13
14 15