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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+50
377
$3K ﹤0.01%
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378
$2K ﹤0.01%
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379
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+44
380
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+14
382
$2K ﹤0.01%
+101
383
$2K ﹤0.01%
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384
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385
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386
$2K ﹤0.01%
+150
387
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+68
388
$2K ﹤0.01%
+45
389
$2K ﹤0.01%
+113
390
$2K ﹤0.01%
+11
391
$2K ﹤0.01%
+20
392
$2K ﹤0.01%
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+30
395
$2K ﹤0.01%
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396
$2K ﹤0.01%
+101
397
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398
$2K ﹤0.01%
+65
399
$2K ﹤0.01%
+30
400
$2K ﹤0.01%
+8
14 15
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