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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
165
352
$14K ﹤0.01%
+500
353
$14K ﹤0.01%
143
+42
354
$14K ﹤0.01%
+192
355
$14K ﹤0.01%
37
356
$14K ﹤0.01%
3,630
357
$14K ﹤0.01%
184
358
$14K ﹤0.01%
47
359
$14K ﹤0.01%
266
360
$14K ﹤0.01%
33
+21
361
$14K ﹤0.01%
135
+58
362
$14K ﹤0.01%
130
363
$14K ﹤0.01%
158
364
$14K ﹤0.01%
182
-46
365
$14K ﹤0.01%
580
366
$13K ﹤0.01%
178
367
$13K ﹤0.01%
203
368
$13K ﹤0.01%
+128
369
$13K ﹤0.01%
27
-1
370
$13K ﹤0.01%
+93
371
$13K ﹤0.01%
+426
372
$13K ﹤0.01%
280
373
$13K ﹤0.01%
67
374
$13K ﹤0.01%
264
375
$13K ﹤0.01%
532
-178
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