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
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+22
427
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+9
428
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+69
429
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+12
430
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+63
431
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+98
432
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+54
433
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434
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435
$2K ﹤0.01%
47
-2,844
436
$2K ﹤0.01%
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437
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+53
438
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+28
439
$2K ﹤0.01%
+137
440
$2K ﹤0.01%
+29
441
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+36
442
$2K ﹤0.01%
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443
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444
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445
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446
$2K ﹤0.01%
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447
$2K ﹤0.01%
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448
$2K ﹤0.01%
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449
$2K ﹤0.01%
+28
450
$2K ﹤0.01%
+89
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