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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+150
427
$3K ﹤0.01%
+129
428
$3K ﹤0.01%
80
-1,300
429
$3K ﹤0.01%
+29
430
$3K ﹤0.01%
+81
431
$3K ﹤0.01%
+19
432
$3K ﹤0.01%
+70
433
$3K ﹤0.01%
+54
434
$3K ﹤0.01%
+84
435
$3K ﹤0.01%
+23
436
$3K ﹤0.01%
+130
437
$3K ﹤0.01%
+282
438
$3K ﹤0.01%
+10
439
$3K ﹤0.01%
27
-1,339
440
$3K ﹤0.01%
95
+85
441
$3K ﹤0.01%
+207
442
$3K ﹤0.01%
+98
443
$3K ﹤0.01%
+78
444
$3K ﹤0.01%
+87
445
$3K ﹤0.01%
+247
446
$3K ﹤0.01%
+28
447
$3K ﹤0.01%
+15
448
$3K ﹤0.01%
230
449
$3K ﹤0.01%
+7
450
$3K ﹤0.01%
+84
16 17
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