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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.88%
31,449
-2,732
27
$4.16M 0.84%
14,949
+49
28
$3.82M 0.78%
198,225
-467,855
29
$3.69M 0.75%
139,787
-2,879
30
$3.63M 0.74%
44,122
-2,608
31
$3.59M 0.73%
45,375
+2,170
32
$3.5M 0.71%
133,012
-28,994
33
$3.43M 0.7%
46,030
+2,610
34
$3.42M 0.7%
48,877
-59,976
35
$2.95M 0.6%
12,991
+1,776
36
$2.85M 0.58%
+34,170
37
$2.81M 0.57%
+107,524
38
$2.66M 0.54%
17,995
-825
39
$2.6M 0.53%
20,740
+480
40
$2.32M 0.47%
233,000
41
$2.24M 0.46%
19,923
+23
42
$2.03M 0.41%
7,491
-2,805
43
$1.9M 0.39%
87,609
-4,294
44
$1.89M 0.38%
25,596
-359
45
$1.83M 0.37%
24,105
-2,400
46
$1.81M 0.37%
28,000
47
$1.75M 0.36%
50,000
48
$1.68M 0.34%
13,720
-4,120
49
$1.51M 0.31%
4,330
+320
50
$1.34M 0.27%
11,684
-232
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2
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