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

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
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%
140
378
$12K ﹤0.01%
360
379
$12K ﹤0.01%
50
380
$12K ﹤0.01%
56
-30
381
$12K ﹤0.01%
264
382
$12K ﹤0.01%
258
383
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43
+28
384
$12K ﹤0.01%
291
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385
$12K ﹤0.01%
105
-30
386
$11K ﹤0.01%
126
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387
$11K ﹤0.01%
480
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388
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118
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389
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400
390
$11K ﹤0.01%
296
-126,906
391
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392
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+25
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24
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$11K ﹤0.01%
538
395
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58
396
$11K ﹤0.01%
70
-16
397
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398
$11K ﹤0.01%
119
399
$11K ﹤0.01%
182
400
$11K ﹤0.01%
212
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16
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