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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
+105
402
$11K ﹤0.01%
237
+18
403
$11K ﹤0.01%
119
404
$11K ﹤0.01%
+96
405
$11K ﹤0.01%
217
-63
406
$11K ﹤0.01%
132
-73
407
$11K ﹤0.01%
285
+56
408
$11K ﹤0.01%
92
409
$10K ﹤0.01%
63
+43
410
$10K ﹤0.01%
182
411
$10K ﹤0.01%
24
+6
412
$10K ﹤0.01%
172
+124
413
$10K ﹤0.01%
+23
414
$10K ﹤0.01%
140
415
$10K ﹤0.01%
+175
416
$10K ﹤0.01%
53
417
$10K ﹤0.01%
110
+19
418
$10K ﹤0.01%
24
419
$10K ﹤0.01%
58
420
$10K ﹤0.01%
173
421
$10K ﹤0.01%
+152
422
$10K ﹤0.01%
+86
423
$9K ﹤0.01%
61
424
$9K ﹤0.01%
+1,000
425
$9K ﹤0.01%
+400
15 16
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