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
326
$7K ﹤0.01%
+10
327
$7K ﹤0.01%
44
328
$7K ﹤0.01%
+60
329
$7K ﹤0.01%
+76
330
$7K ﹤0.01%
366
-18
331
$7K ﹤0.01%
+1,094
332
$7K ﹤0.01%
203
-187
333
$7K ﹤0.01%
+200
334
$6K ﹤0.01%
+28
335
$6K ﹤0.01%
+33
336
$6K ﹤0.01%
103
337
$6K ﹤0.01%
+75
338
$6K ﹤0.01%
+32
339
$6K ﹤0.01%
+220
340
$6K ﹤0.01%
+260
341
$6K ﹤0.01%
50
-150
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+38
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37
+11
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+81
346
$6K ﹤0.01%
58
-77
347
$6K ﹤0.01%
+33
348
$6K ﹤0.01%
+173
349
$6K ﹤0.01%
53
-10
350
$6K ﹤0.01%
+59
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