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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+12
402
$4K ﹤0.01%
+226
403
$4K ﹤0.01%
+20
404
$4K ﹤0.01%
+60
405
$4K ﹤0.01%
+8
406
$4K ﹤0.01%
38
-37
407
$4K ﹤0.01%
+46
408
$4K ﹤0.01%
+27
409
$4K ﹤0.01%
+97
410
$4K ﹤0.01%
+20
411
$4K ﹤0.01%
+119
412
$4K ﹤0.01%
+25
413
$4K ﹤0.01%
+57
414
$4K ﹤0.01%
11,260
-367,587
415
$3K ﹤0.01%
+32
416
$3K ﹤0.01%
+43
417
$3K ﹤0.01%
+148
418
$3K ﹤0.01%
+105
419
$3K ﹤0.01%
+31
420
$3K ﹤0.01%
+23
421
$3K ﹤0.01%
+98
422
$3K ﹤0.01%
+12
423
$3K ﹤0.01%
+22
424
$3K ﹤0.01%
+84
425
$3K ﹤0.01%
+46
15 16
17
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