EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.43M
3
+$7.07M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$6.02M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.9M

Top Sells

1
+$21.2M
2
+$13.6M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.48M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
+426
377
$13K ﹤0.01%
280
378
$13K ﹤0.01%
67
379
$13K ﹤0.01%
264
380
$12K ﹤0.01%
+130
381
$12K ﹤0.01%
62
382
$12K ﹤0.01%
250
+139
383
$12K ﹤0.01%
+286
384
$12K ﹤0.01%
+98
385
$12K ﹤0.01%
258
-118
386
$12K ﹤0.01%
397
-110
387
$12K ﹤0.01%
149
+27
388
$12K ﹤0.01%
+183
389
$12K ﹤0.01%
308
390
$12K ﹤0.01%
1,094
391
$12K ﹤0.01%
840
392
$12K ﹤0.01%
71
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393
$11K ﹤0.01%
45
394
$11K ﹤0.01%
56
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395
$11K ﹤0.01%
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396
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+269
397
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288
+24
398
$11K ﹤0.01%
+74
399
$11K ﹤0.01%
59
+16
400
$11K ﹤0.01%
538
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