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
$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
451
$8K ﹤0.01%
60
-310
452
$7K ﹤0.01%
210
453
$7K ﹤0.01%
75
-2,825
454
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43
455
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32
-24
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45
457
$7K ﹤0.01%
260
458
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50
459
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835
-3,950
460
$7K ﹤0.01%
75
+8
461
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23
462
$7K ﹤0.01%
153
463
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451
-129
465
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13
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4
471
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66
472
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26
473
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+25
474
$6K ﹤0.01%
41
475
$6K ﹤0.01%
78
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