EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
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%
+337
377
$13K ﹤0.01%
+128
378
$13K ﹤0.01%
27
-1
379
$13K ﹤0.01%
+93
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%
840
386
$12K ﹤0.01%
258
-118
387
$12K ﹤0.01%
397
-110
388
$12K ﹤0.01%
149
+27
389
$12K ﹤0.01%
+206
390
$12K ﹤0.01%
71
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391
$12K ﹤0.01%
308
392
$12K ﹤0.01%
1,094
393
$11K ﹤0.01%
132
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394
$11K ﹤0.01%
285
+56
395
$11K ﹤0.01%
92
396
$11K ﹤0.01%
+96
397
$11K ﹤0.01%
217
-63
398
$11K ﹤0.01%
45
399
$11K ﹤0.01%
56
+24
400
$11K ﹤0.01%
+50
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16
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