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

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
195
+46
352
$15K ﹤0.01%
252
-41
353
$15K ﹤0.01%
1,094
354
$15K ﹤0.01%
27
355
$15K ﹤0.01%
152
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%
533
361
$13K ﹤0.01%
532
362
$13K ﹤0.01%
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363
$13K ﹤0.01%
+228
364
$13K ﹤0.01%
241
-39
365
$13K ﹤0.01%
67
366
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26
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369
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840
370
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+130
371
$13K ﹤0.01%
366
372
$12K ﹤0.01%
105
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373
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258
374
$12K ﹤0.01%
140
375
$12K ﹤0.01%
360
13 14
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