EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.09%
40,717
-33,330
27
$4.76M 1.07%
222,633
+121,185
28
$4.29M 0.97%
63,560
-26,852
29
$4.11M 0.93%
50,813
+6,587
30
$3.93M 0.89%
151,311
+84,615
31
$3.88M 0.87%
170,250
32
$3.87M 0.87%
140,227
+68,516
33
$3.51M 0.79%
162,087
+4,843
34
$3.4M 0.77%
25,633
-6,962
35
$3.04M 0.69%
+42,070
36
$3.01M 0.68%
12,999
-110
37
$2.85M 0.64%
138,805
+136,605
38
$2.68M 0.6%
70,728
+3,106
39
$2.5M 0.56%
10,727
+214
40
$2.48M 0.56%
19,340
-31,505
41
$2.37M 0.53%
20,415
+943
42
$2.32M 0.52%
37,378
-3,108
43
$2.29M 0.52%
10,302
-3,253
44
$2.28M 0.51%
44,500
45
$1.9M 0.43%
6,968
-2,637
46
$1.9M 0.43%
87,616
+1,083
47
$1.84M 0.41%
+106,093
48
$1.75M 0.39%
19,940
-7,660
49
$1.62M 0.36%
25,105
+264
50
$1.5M 0.34%
+36,000
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