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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
136
327
$17K ﹤0.01%
116
-1,073
328
$17K ﹤0.01%
727
-139,500
329
$17K ﹤0.01%
78
330
$17K ﹤0.01%
29
+6
331
$17K ﹤0.01%
500
332
$16K ﹤0.01%
386
-29
333
$16K ﹤0.01%
130
-11
334
$16K ﹤0.01%
66
+21
335
$16K ﹤0.01%
349
336
$16K ﹤0.01%
335
337
$16K ﹤0.01%
42
338
$16K ﹤0.01%
130
339
$16K ﹤0.01%
158
340
$16K ﹤0.01%
185
-163
341
$16K ﹤0.01%
266
342
$16K ﹤0.01%
228
-39
343
$15K ﹤0.01%
375
344
$15K ﹤0.01%
184
345
$15K ﹤0.01%
119
-57
346
$15K ﹤0.01%
93
347
$15K ﹤0.01%
33
-213
348
$15K ﹤0.01%
+251
349
$15K ﹤0.01%
+449
350
$15K ﹤0.01%
195
+46
12 13
14
15 16