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

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

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%
100
-4
352
$15K ﹤0.01%
78
353
$15K ﹤0.01%
1,042
+720
354
$15K ﹤0.01%
+201
355
$15K ﹤0.01%
+1,100
356
$15K ﹤0.01%
840
357
$15K ﹤0.01%
116
358
$15K ﹤0.01%
195
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%
60
-1,500
365
$13K ﹤0.01%
3,630
366
$13K ﹤0.01%
+210
367
$13K ﹤0.01%
184
-212
368
$13K ﹤0.01%
32
-49
369
$13K ﹤0.01%
54
-87
370
$13K ﹤0.01%
151
-12,949
371
$13K ﹤0.01%
+147
372
$13K ﹤0.01%
594
373
$13K ﹤0.01%
+500
374
$12K ﹤0.01%
62
375
$12K ﹤0.01%
92
13 14
15
16 17