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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
1,094
352
$15K ﹤0.01%
27
353
$15K ﹤0.01%
+700
354
$15K ﹤0.01%
152
355
$15K ﹤0.01%
+449
356
$14K ﹤0.01%
143
357
$14K ﹤0.01%
92
358
$14K ﹤0.01%
852
-205
359
$14K ﹤0.01%
397
+60
360
$13K ﹤0.01%
241
-39
361
$13K ﹤0.01%
67
362
$13K ﹤0.01%
533
363
$13K ﹤0.01%
532
364
$13K ﹤0.01%
101
-12
365
$13K ﹤0.01%
+228
366
$13K ﹤0.01%
26
+2
367
$13K ﹤0.01%
205
-139
368
$13K ﹤0.01%
266
369
$13K ﹤0.01%
840
370
$13K ﹤0.01%
+130
371
$13K ﹤0.01%
366
372
$12K ﹤0.01%
105
-30
373
$12K ﹤0.01%
130
374
$12K ﹤0.01%
62
375
$12K ﹤0.01%
92
13 14
15
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