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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
104
-45
352
$7K ﹤0.01%
37
+4
353
$7K ﹤0.01%
73
-19
354
$7K ﹤0.01%
+794
355
$7K ﹤0.01%
+150
356
$7K ﹤0.01%
+230
357
$7K ﹤0.01%
+157
358
$7K ﹤0.01%
+103
359
$7K ﹤0.01%
+263
360
$7K ﹤0.01%
+45
361
$7K ﹤0.01%
92
+4
362
$7K ﹤0.01%
78
+23
363
$6K ﹤0.01%
+154
364
$6K ﹤0.01%
62
+2
365
$6K ﹤0.01%
30
+4
366
$6K ﹤0.01%
+10
367
$6K ﹤0.01%
+227
368
$6K ﹤0.01%
+184
369
$6K ﹤0.01%
+116
370
$6K ﹤0.01%
107
-72
371
$6K ﹤0.01%
52
+6
372
$6K ﹤0.01%
+84
373
$6K ﹤0.01%
+138
374
$6K ﹤0.01%
+326
375
$6K ﹤0.01%
305
-61
13 14
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