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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
16
-28
402
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136
403
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130
404
$9K ﹤0.01%
33
405
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30
-45
406
$9K ﹤0.01%
+200
407
$9K ﹤0.01%
116
-177
408
$9K ﹤0.01%
45
+19
409
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200
-24,627
410
$9K ﹤0.01%
75
411
$9K ﹤0.01%
360
412
$9K ﹤0.01%
50
413
$9K ﹤0.01%
38
414
$9K ﹤0.01%
433
415
$9K ﹤0.01%
33
416
$9K ﹤0.01%
134
417
$9K ﹤0.01%
27
418
$9K ﹤0.01%
+52
419
$9K ﹤0.01%
366
420
$8K ﹤0.01%
415
421
$8K ﹤0.01%
160
422
$8K ﹤0.01%
315
-165
423
$8K ﹤0.01%
70
424
$8K ﹤0.01%
100
+44
425
$8K ﹤0.01%
65
15 16
17
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