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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

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%
330
-1,650
331
$17K ﹤0.01%
+250
332
$17K ﹤0.01%
47
333
$17K ﹤0.01%
173
-231
334
$17K ﹤0.01%
158
335
$17K ﹤0.01%
343
-585
336
$17K ﹤0.01%
92
337
$17K ﹤0.01%
63
-5
338
$17K ﹤0.01%
27
339
$16K ﹤0.01%
578
340
$16K ﹤0.01%
43
-55
341
$16K ﹤0.01%
335
342
$16K ﹤0.01%
100
+7
343
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130
344
$16K ﹤0.01%
185
345
$16K ﹤0.01%
266
346
$16K ﹤0.01%
202
+83
347
$16K ﹤0.01%
62
348
$16K ﹤0.01%
348
-1
349
$16K ﹤0.01%
184
350
$15K ﹤0.01%
1,094
12 13
14
15 16