EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K ﹤0.01%
+235
327
$18K ﹤0.01%
190
-232
328
$18K ﹤0.01%
1,000
329
$18K ﹤0.01%
80
330
$17K ﹤0.01%
47
331
$17K ﹤0.01%
173
-231
332
$17K ﹤0.01%
158
333
$17K ﹤0.01%
343
-585
334
$17K ﹤0.01%
92
335
$17K ﹤0.01%
63
-5
336
$17K ﹤0.01%
27
337
$17K ﹤0.01%
330
-1,650
338
$17K ﹤0.01%
+250
339
$16K ﹤0.01%
130
340
$16K ﹤0.01%
185
341
$16K ﹤0.01%
266
342
$16K ﹤0.01%
202
+83
343
$16K ﹤0.01%
335
344
$16K ﹤0.01%
100
+7
345
$16K ﹤0.01%
43
-55
346
$16K ﹤0.01%
62
347
$16K ﹤0.01%
348
-1
348
$16K ﹤0.01%
184
349
$16K ﹤0.01%
578
350
$15K ﹤0.01%
100
-4
12 13
14
15 16