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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+38
377
$5K ﹤0.01%
+433
378
$4K ﹤0.01%
+330
379
$4K ﹤0.01%
+188
380
$4K ﹤0.01%
+62
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382
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383
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+6
384
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31
385
$4K ﹤0.01%
+30
386
$4K ﹤0.01%
+90
387
$4K ﹤0.01%
+73
388
$4K ﹤0.01%
+12
389
$4K ﹤0.01%
+210
390
$4K ﹤0.01%
+40
391
$4K ﹤0.01%
+21
392
$4K ﹤0.01%
+60
393
$4K ﹤0.01%
500
394
$4K ﹤0.01%
51
395
$4K ﹤0.01%
+78
396
$4K ﹤0.01%
+12
397
$4K ﹤0.01%
+226
398
$4K ﹤0.01%
+20
399
$4K ﹤0.01%
+60
400
$4K ﹤0.01%
+8
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