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
426
$9K ﹤0.01%
75
427
$9K ﹤0.01%
136
428
$9K ﹤0.01%
+316
429
$9K ﹤0.01%
54
-20
430
$9K ﹤0.01%
433
431
$9K ﹤0.01%
151
-31
432
$9K ﹤0.01%
185
433
$8K ﹤0.01%
38
434
$8K ﹤0.01%
55
435
$8K ﹤0.01%
33
436
$8K ﹤0.01%
320
437
$8K ﹤0.01%
59
438
$8K ﹤0.01%
33
-105
439
$8K ﹤0.01%
66
440
$8K ﹤0.01%
160
441
$8K ﹤0.01%
70
442
$8K ﹤0.01%
65
443
$8K ﹤0.01%
292
+24
444
$8K ﹤0.01%
10
-18
445
$8K ﹤0.01%
857
+69
446
$8K ﹤0.01%
292
+33
447
$8K ﹤0.01%
35
448
$8K ﹤0.01%
60
-310
449
$8K ﹤0.01%
114
450
$8K ﹤0.01%
20
16 17
18
19 20