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%
+90
377
$8K ﹤0.01%
65
378
$8K ﹤0.01%
+2,500
379
$8K ﹤0.01%
7
380
$8K ﹤0.01%
77
-52
381
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249
-298
382
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91
-669
383
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+153
384
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+43
385
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+164
386
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+180
387
$7K ﹤0.01%
59
388
$7K ﹤0.01%
315
-38,552
389
$7K ﹤0.01%
33
390
$7K ﹤0.01%
114
391
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33
392
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393
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66
394
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160
395
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182
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396
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70
397
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32
398
$7K ﹤0.01%
+140
399
$7K ﹤0.01%
50
-133
400
$7K ﹤0.01%
835
14 15
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