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 Shares
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%
+111
377
$6K ﹤0.01%
95
+10
378
$6K ﹤0.01%
+18
379
$6K ﹤0.01%
+152
380
$6K ﹤0.01%
43
-74
381
$6K ﹤0.01%
110
+25
382
$6K ﹤0.01%
66
-35
383
$6K ﹤0.01%
97
-78
384
$6K ﹤0.01%
+394
385
$6K ﹤0.01%
+184
386
$6K ﹤0.01%
+84
387
$6K ﹤0.01%
+138
388
$5K ﹤0.01%
+160
389
$5K ﹤0.01%
+130
390
$5K ﹤0.01%
+28
391
$5K ﹤0.01%
26
+1
392
$5K ﹤0.01%
+4
393
$5K ﹤0.01%
54
+4
394
$5K ﹤0.01%
+96
395
$5K ﹤0.01%
+174
396
$5K ﹤0.01%
61
-49
397
$5K ﹤0.01%
64
+1
398
$5K ﹤0.01%
+61
399
$5K ﹤0.01%
+86
400
$5K ﹤0.01%
48
+2
14 15
16
17 18