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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+101
352
$6K ﹤0.01%
+66
353
$6K ﹤0.01%
+160
354
$6K ﹤0.01%
+75
355
$5K ﹤0.01%
+69
356
$5K ﹤0.01%
48
357
$5K ﹤0.01%
+59
358
$5K ﹤0.01%
+38
359
$5K ﹤0.01%
+65
360
$5K ﹤0.01%
+41
361
$5K ﹤0.01%
+26
362
$5K ﹤0.01%
+4
363
$5K ﹤0.01%
+3
364
$5K ﹤0.01%
+132
365
$5K ﹤0.01%
+26
366
$5K ﹤0.01%
30
367
$5K ﹤0.01%
+116
368
$5K ﹤0.01%
+81
369
$5K ﹤0.01%
+316
370
$5K ﹤0.01%
60
+19
371
$5K ﹤0.01%
800
-861,700
372
$5K ﹤0.01%
+101
373
$5K ﹤0.01%
+66
374
$5K ﹤0.01%
+108
375
$5K ﹤0.01%
110
-63,552
13 14
15
16 17