EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Return
18.52%
This Quarter Return
+8.29%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$492M
AUM Growth
+$44.1M
(+9.8%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
51.4%
Holding
685
New
43
Increased
101
Reduced
154
Closed
57
Top Buys
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$9.01M |
| 2 |
Freeport-McMoran
FCX
|
$4.72M |
| 3 |
Amplify BlueStar Israel Technology ETF
ITEQ
|
$4.2M |
| 4 |
MYOV
Myovant Sciences Ltd.
MYOV
|
$3.26M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$3.07M |
Sector Composition
| 1 | Consumer Discretionary | 4.53% |
| 2 | Technology | 3.06% |
| 3 | Communication Services | 2.02% |
| 4 | Financials | 1.74% |
| 5 | Healthcare | 1.66% |
