EWA

Evolution Wealth Advisors Portfolio holdings

AUM $981M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
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 ETF
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
451
$3K ﹤0.01%
+7
452
$3K ﹤0.01%
+84
453
$3K ﹤0.01%
29
-18
454
$3K ﹤0.01%
+18
455
$3K ﹤0.01%
51
+38
456
$3K ﹤0.01%
+64
457
$3K ﹤0.01%
+50
458
$3K ﹤0.01%
+117
459
$3K ﹤0.01%
+41
460
$3K ﹤0.01%
+30
461
$3K ﹤0.01%
130
462
$3K ﹤0.01%
+84
463
$2K ﹤0.01%
+22
464
$2K ﹤0.01%
+15
465
$2K ﹤0.01%
+15
466
$2K ﹤0.01%
+38
467
$2K ﹤0.01%
+66
468
$2K ﹤0.01%
+61
469
$2K ﹤0.01%
+112
470
$2K ﹤0.01%
+21
471
$2K ﹤0.01%
+20
472
$2K ﹤0.01%
+43
473
$2K ﹤0.01%
+63
474
$2K ﹤0.01%
26
475
$2K ﹤0.01%
+322
17 18
19
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