EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
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
+$11.1M
2
+$8.43M
3
+$7.07M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$6.02M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.9M

Top Sells

1
+$21.2M
2
+$13.6M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.48M

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%
158
352
$14K ﹤0.01%
182
-46
353
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580
354
$14K ﹤0.01%
165
355
$14K ﹤0.01%
3,630
356
$14K ﹤0.01%
184
357
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+500
358
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143
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359
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+192
360
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37
361
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47
362
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266
363
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33
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364
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135
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365
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130
366
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280
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367
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370
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372
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178
373
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203
374
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532
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375
$13K ﹤0.01%
92
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