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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
+67
352
$10K ﹤0.01%
200
+195
353
$10K ﹤0.01%
79
354
$10K ﹤0.01%
24
-25
355
$10K ﹤0.01%
+254
356
$9K ﹤0.01%
+18
357
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10
358
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28
-14
359
$9K ﹤0.01%
+264
360
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+11
361
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+513
362
$9K ﹤0.01%
101
363
$9K ﹤0.01%
+244
364
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43
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365
$9K ﹤0.01%
53
366
$9K ﹤0.01%
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367
$9K ﹤0.01%
59
368
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101
369
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122
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370
$9K ﹤0.01%
137
371
$9K ﹤0.01%
58
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372
$9K ﹤0.01%
308
-3,728
373
$8K ﹤0.01%
50
+14
374
$8K ﹤0.01%
53
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375
$8K ﹤0.01%
+90
13 14
15
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