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
326
$12K ﹤0.01%
+280
327
$12K ﹤0.01%
205
-1,726
328
$12K ﹤0.01%
840
329
$12K ﹤0.01%
158
330
$12K ﹤0.01%
165
331
$12K ﹤0.01%
349
332
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333
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-30
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$12K ﹤0.01%
604
335
$11K ﹤0.01%
62
-33
336
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37
337
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92
-85
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$11K ﹤0.01%
119
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$11K ﹤0.01%
67
-690
341
$11K ﹤0.01%
266
342
$11K ﹤0.01%
507
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$11K ﹤0.01%
54
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65
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$11K ﹤0.01%
119
346
$11K ﹤0.01%
28
347
$10K ﹤0.01%
92
348
$10K ﹤0.01%
+280
349
$10K ﹤0.01%
58
-39
350
$10K ﹤0.01%
+67
12 13
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