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
451
$2K ﹤0.01%
+55
452
$2K ﹤0.01%
+21
453
$2K ﹤0.01%
+35
454
$2K ﹤0.01%
+22
455
$2K ﹤0.01%
+17
456
$2K ﹤0.01%
+68
457
$2K ﹤0.01%
+47
458
$2K ﹤0.01%
+14
459
$2K ﹤0.01%
+29
460
$2K ﹤0.01%
+44
461
$2K ﹤0.01%
+17
462
$2K ﹤0.01%
+60
463
$1K ﹤0.01%
+55
464
$1K ﹤0.01%
+64
465
$0 ﹤0.01%
5
466
– –
-28,350
467
– –
-72,217
468
– –
-847
469
– –
-950
470
– –
-940
471
– –
-152,889
472
– –
-48,085
473
– –
-73,006
474
– –
-40,214
475
– –
-120,535
16 17 18
19
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