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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
397
+132
377
$12K ﹤0.01%
264
378
$12K ﹤0.01%
258
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43
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291
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381
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140
383
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360
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385
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-30
386
$11K ﹤0.01%
126
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387
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480
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118
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296
-126,906
391
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398
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119
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182
400
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