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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
35
-48
402
$7K ﹤0.01%
70
-3,720
403
$7K ﹤0.01%
433
404
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126
+42
405
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46
406
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173
407
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316
408
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20
-1,692
409
$7K ﹤0.01%
366
410
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1,094
411
$6K ﹤0.01%
41
412
$6K ﹤0.01%
45
413
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260
414
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38
415
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+143
416
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417
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418
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419
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27
421
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422
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69
423
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26
424
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75
425
$6K ﹤0.01%
66
15 16
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