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
451
$4K ﹤0.01%
+23
452
$4K ﹤0.01%
+21
453
$4K ﹤0.01%
17
+5
454
$4K ﹤0.01%
+89
455
$4K ﹤0.01%
40
+4
456
$4K ﹤0.01%
23
-12
457
$4K ﹤0.01%
26
-8
458
$4K ﹤0.01%
117
+7
459
$4K ﹤0.01%
29
+11
460
$4K ﹤0.01%
51
-13
461
$4K ﹤0.01%
109
-9
462
$4K ﹤0.01%
+51
463
$4K ﹤0.01%
+62
464
$4K ﹤0.01%
+22
465
$4K ﹤0.01%
136
-44
466
$4K ﹤0.01%
+61
467
$4K ﹤0.01%
+39
468
$4K ﹤0.01%
+73
469
$4K ﹤0.01%
1,325
-410
470
$4K ﹤0.01%
35
+13
471
$4K ﹤0.01%
751
+456
472
$4K ﹤0.01%
28
+3
473
$4K ﹤0.01%
25
+4
474
$4K ﹤0.01%
+24
475
$4K ﹤0.01%
56
+5
17 18
19
20 21