EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Return
18.52%
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$662K
AUM Growth
-$466M
(-100%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-6,066.63%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
48
Reduced
37
Closed
541
Top Buys
| 1 |
Blink Charging
BLNK
|
+$94K |
| 2 |
Robinhood
HOOD
|
+$67.5K |
| 3 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$17.2K |
| 4 |
iShares MSCI China A ETF
CNYA
|
+$15.3K |
| 5 |
MOON
Direxion Moonshot Innovators ETF
MOON
|
+$6.94K |
Top Sells
Sector Composition
| 1 | Industrials | 14.47% |
| 2 | Financials | 11.34% |
| 3 | Consumer Discretionary | 2.95% |
| 4 | Technology | 2.29% |
| 5 | Communication Services | 1.26% |
