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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
75
452
$8K ﹤0.01%
+360
453
$8K ﹤0.01%
2,500
454
$8K ﹤0.01%
7
455
$8K ﹤0.01%
+140
456
$8K ﹤0.01%
126
457
$8K ﹤0.01%
320
458
$8K ﹤0.01%
114
459
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+50
460
$8K ﹤0.01%
143
461
$8K ﹤0.01%
59
462
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66
463
$8K ﹤0.01%
+265
464
$8K ﹤0.01%
136
-127,100
465
$8K ﹤0.01%
+372
466
$8K ﹤0.01%
+42
467
$7K ﹤0.01%
+13
468
$7K ﹤0.01%
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469
$7K ﹤0.01%
88
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470
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26
471
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+131
473
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+76
474
$7K ﹤0.01%
65
475
$7K ﹤0.01%
330
17 18
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