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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
120
-148
377
$12K ﹤0.01%
182
378
$12K ﹤0.01%
47
-23
379
$12K ﹤0.01%
330
380
$12K ﹤0.01%
205
381
$12K ﹤0.01%
266
382
$11K ﹤0.01%
+147
383
$11K ﹤0.01%
375
384
$11K ﹤0.01%
+600
385
$11K ﹤0.01%
140
386
$11K ﹤0.01%
53
387
$11K ﹤0.01%
18
388
$11K ﹤0.01%
24
389
$11K ﹤0.01%
29
-80
390
$11K ﹤0.01%
58
391
$11K ﹤0.01%
59
392
$10K ﹤0.01%
61
393
$10K ﹤0.01%
+1,000
394
$10K ﹤0.01%
400
395
$10K ﹤0.01%
296
396
$10K ﹤0.01%
2,500
397
$10K ﹤0.01%
367
-551
398
$10K ﹤0.01%
7
399
$10K ﹤0.01%
28
400
$10K ﹤0.01%
258
14 15
16
17 18