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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
+28
402
$5K ﹤0.01%
26
+1
403
$5K ﹤0.01%
+4
404
$5K ﹤0.01%
54
+4
405
$5K ﹤0.01%
+96
406
$5K ﹤0.01%
+174
407
$5K ﹤0.01%
61
-49
408
$5K ﹤0.01%
64
+1
409
$5K ﹤0.01%
+61
410
$5K ﹤0.01%
+86
411
$5K ﹤0.01%
48
+2
412
$5K ﹤0.01%
+5,481
413
$5K ﹤0.01%
34
-9
414
$5K ﹤0.01%
35
+1
415
$5K ﹤0.01%
38
-15
416
$5K ﹤0.01%
23
+1
417
$5K ﹤0.01%
22
-7
418
$5K ﹤0.01%
40
-128
419
$5K ﹤0.01%
25
420
$5K ﹤0.01%
+138
421
$5K ﹤0.01%
9
+1
422
$4K ﹤0.01%
+73
423
$4K ﹤0.01%
1,325
-410
424
$4K ﹤0.01%
35
+13
425
$4K ﹤0.01%
751
+456
15 16
17
18 19