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
326
$17K ﹤0.01%
29
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327
$17K ﹤0.01%
500
328
$17K ﹤0.01%
47
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$17K ﹤0.01%
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$17K ﹤0.01%
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331
$17K ﹤0.01%
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228
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$16K ﹤0.01%
349
335
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335
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337
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130
338
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158
339
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341
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347
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348
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349
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+251
350
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+449
12 13
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