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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
65
377
$8K ﹤0.01%
+2,500
378
$8K ﹤0.01%
7
379
$8K ﹤0.01%
77
-52
380
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249
-298
381
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91
-669
382
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+153
383
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+43
384
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+164
385
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+180
386
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+46
387
$7K ﹤0.01%
59
388
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33
389
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61
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390
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66
391
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160
392
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173
395
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316
396
$7K ﹤0.01%
20
-1,692
397
$7K ﹤0.01%
366
398
$7K ﹤0.01%
1,094
399
$7K ﹤0.01%
315
-38,552
400
$7K ﹤0.01%
182
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16
17 18