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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+67
427
$4K ﹤0.01%
+88
428
$4K ﹤0.01%
94
-141
429
$4K ﹤0.01%
79
+36
430
$4K ﹤0.01%
160
+12
431
$4K ﹤0.01%
32
+1
432
$4K ﹤0.01%
35
-24
433
$4K ﹤0.01%
49
+2
434
$4K ﹤0.01%
+51
435
$4K ﹤0.01%
+52
436
$4K ﹤0.01%
13
+1
437
$4K ﹤0.01%
+74
438
$4K ﹤0.01%
+86
439
$4K ﹤0.01%
124
+9
440
$4K ﹤0.01%
+116
441
$4K ﹤0.01%
+14
442
$4K ﹤0.01%
64
+2
443
$4K ﹤0.01%
+23
444
$4K ﹤0.01%
+76
445
$4K ﹤0.01%
+128
446
$4K ﹤0.01%
+28
447
$4K ﹤0.01%
54
+4
448
$4K ﹤0.01%
+59
449
$4K ﹤0.01%
51
+4
450
$4K ﹤0.01%
+116
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