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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
78
352
$15K ﹤0.01%
1,042
+720
353
$15K ﹤0.01%
+201
354
$15K ﹤0.01%
+1,100
355
$15K ﹤0.01%
840
356
$15K ﹤0.01%
116
357
$15K ﹤0.01%
195
358
$15K ﹤0.01%
1,094
359
$14K ﹤0.01%
88
-123
360
$14K ﹤0.01%
143
361
$14K ﹤0.01%
119
362
$14K ﹤0.01%
42
363
$14K ﹤0.01%
69
+2
364
$13K ﹤0.01%
+500
365
$13K ﹤0.01%
60
-1,500
366
$13K ﹤0.01%
3,630
367
$13K ﹤0.01%
+210
368
$13K ﹤0.01%
184
-212
369
$13K ﹤0.01%
32
-49
370
$13K ﹤0.01%
54
-87
371
$13K ﹤0.01%
151
-12,949
372
$13K ﹤0.01%
+147
373
$13K ﹤0.01%
594
374
$12K ﹤0.01%
62
375
$12K ﹤0.01%
92
13 14
15
16 17