EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
101
402
$11K ﹤0.01%
119
403
$10K ﹤0.01%
178
404
$10K ﹤0.01%
61
405
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330
406
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120
-12
407
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408
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409
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7
410
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28
411
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18
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412
$10K ﹤0.01%
288
413
$10K ﹤0.01%
+330
414
$10K ﹤0.01%
136
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415
$10K ﹤0.01%
500
416
$10K ﹤0.01%
366
-356
417
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418
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420
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217
421
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422
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75
423
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136
424
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+316
425
$9K ﹤0.01%
54
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15 16
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