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

Top Buys

1
+$11.1M
2
+$8.43M
3
+$7.07M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$6.02M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.9M

Top Sells

1
+$21.2M
2
+$13.6M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.48M

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
26
$4.17M 0.93%
34,181
+8,548
27
$4.16M 0.93%
64,552
+27,174
28
$4.09M 0.91%
83,391
+12,663
29
$3.9M 0.87%
+3,900,000
30
$3.81M 0.85%
14,900
+1,901
31
$3.68M 0.82%
46,730
+4,660
32
$3.48M 0.78%
42,308
-24,551
33
$3.47M 0.78%
142,666
+3,861
34
$3.38M 0.75%
+43,205
35
$3.28M 0.73%
+43,420
36
$2.89M 0.64%
140,227
37
$2.66M 0.59%
18,820
-520
38
$2.54M 0.57%
11,215
+488
39
$2.43M 0.54%
10,296
-6
40
$2.34M 0.52%
+233,000
41
$2.17M 0.48%
19,900
-515
42
$2.1M 0.47%
91,903
+4,287
43
$2.1M 0.47%
20,260
+320
44
$1.93M 0.43%
25,955
+850
45
$1.84M 0.41%
17,840
+1,240
46
$1.84M 0.41%
+28,000
47
$1.8M 0.4%
26,505
-340
48
$1.67M 0.37%
+50,000
49
$1.54M 0.34%
4
+2
50
$1.51M 0.34%
+1,000
1
2
3 4 5