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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
722
+356
327
$17K ﹤0.01%
208
328
$16K ﹤0.01%
80
329
$16K ﹤0.01%
+115
330
$16K ﹤0.01%
+141
331
$16K ﹤0.01%
+580
332
$16K ﹤0.01%
500
-4,188
333
$16K ﹤0.01%
145
334
$16K ﹤0.01%
42
335
$16K ﹤0.01%
136
336
$16K ﹤0.01%
320
+66
337
$15K ﹤0.01%
113
338
$15K ﹤0.01%
335
339
$15K ﹤0.01%
+110
340
$15K ﹤0.01%
+123
341
$15K ﹤0.01%
115
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342
$15K ﹤0.01%
578
+75
343
$15K ﹤0.01%
533
344
$15K ﹤0.01%
375
345
$15K ﹤0.01%
349
346
$15K ﹤0.01%
93
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347
$15K ﹤0.01%
+101
348
$15K ﹤0.01%
101
-173
349
$15K ﹤0.01%
86
-6
350
$15K ﹤0.01%
366
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