EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
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
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

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%
200
+195
352
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79
353
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24
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+254
355
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+219
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$9K ﹤0.01%
+513
357
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101
358
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10
359
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360
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361
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53
362
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363
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28
-14
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$9K ﹤0.01%
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365
$9K ﹤0.01%
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366
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367
$9K ﹤0.01%
122
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368
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137
369
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371
$9K ﹤0.01%
59
372
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101
373
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53
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374
$8K ﹤0.01%
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375
$8K ﹤0.01%
65
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