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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+50
352
$3K ﹤0.01%
+19
353
$3K ﹤0.01%
+133
354
$3K ﹤0.01%
+10
355
$3K ﹤0.01%
+62
356
$3K ﹤0.01%
+189
357
$3K ﹤0.01%
+32
358
$3K ﹤0.01%
+66
359
$3K ﹤0.01%
+86
360
$3K ﹤0.01%
+20
361
$3K ﹤0.01%
+111
362
$3K ﹤0.01%
+28
363
$3K ﹤0.01%
+12
364
$3K ﹤0.01%
46
365
$3K ﹤0.01%
+36
366
$3K ﹤0.01%
+20
367
$3K ﹤0.01%
+35
368
$3K ﹤0.01%
+25
369
$3K ﹤0.01%
+18
370
$3K ﹤0.01%
+12
371
$3K ﹤0.01%
+37
372
$3K ﹤0.01%
+45
373
$3K ﹤0.01%
+30
374
$3K ﹤0.01%
+41
375
$3K ﹤0.01%
+130
13 14
15
16 17