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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
43
+15
377
$6K ﹤0.01%
103
+48
378
$6K ﹤0.01%
78
+9
379
$6K ﹤0.01%
+111
380
$6K ﹤0.01%
95
+10
381
$6K ﹤0.01%
+18
382
$6K ﹤0.01%
+152
383
$6K ﹤0.01%
43
-74
384
$6K ﹤0.01%
110
+25
385
$6K ﹤0.01%
66
-35
386
$6K ﹤0.01%
97
-78
387
$6K ﹤0.01%
+394
388
$5K ﹤0.01%
+160
389
$5K ﹤0.01%
+130
390
$5K ﹤0.01%
+47
391
$5K ﹤0.01%
37
-61
392
$5K ﹤0.01%
37
-9
393
$5K ﹤0.01%
49
-41
394
$5K ﹤0.01%
118
+109
395
$5K ﹤0.01%
65
+24
396
$5K ﹤0.01%
+94
397
$5K ﹤0.01%
53
-22
398
$5K ﹤0.01%
4,000
399
$5K ﹤0.01%
156
+24
400
$5K ﹤0.01%
+119
14 15
16
17 18