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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
205
-32
402
$11K ﹤0.01%
101
403
$10K ﹤0.01%
2,500
404
$10K ﹤0.01%
53
405
$10K ﹤0.01%
7
406
$10K ﹤0.01%
28
407
$10K ﹤0.01%
90
-225
408
$10K ﹤0.01%
288
409
$10K ﹤0.01%
+330
410
$10K ﹤0.01%
136
+10
411
$10K ﹤0.01%
500
412
$10K ﹤0.01%
366
-356
413
$10K ﹤0.01%
178
414
$10K ﹤0.01%
61
415
$10K ﹤0.01%
330
416
$10K ﹤0.01%
120
-12
417
$9K ﹤0.01%
134
418
$9K ﹤0.01%
173
419
$9K ﹤0.01%
316
420
$9K ﹤0.01%
+415
421
$9K ﹤0.01%
362
-216
422
$9K ﹤0.01%
103
+15
423
$9K ﹤0.01%
217
424
$9K ﹤0.01%
361
+75
425
$9K ﹤0.01%
75
15 16
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