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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.81%
143,433
+10,421
27
$3.17M 0.68%
60,908
-23,149
28
$3.04M 0.65%
35,470
+1,300
29
$3M 0.64%
+181,714
30
$2.88M 0.62%
113,448
+5,924
31
$2.71M 0.58%
20,340
-400
32
$2.21M 0.47%
20,116
+193
33
$2.21M 0.47%
16,520
+2,800
34
$2.19M 0.47%
7,772
+281
35
$2.07M 0.44%
+233,000
36
$1.92M 0.41%
12,971
-20
37
$1.86M 0.4%
5,479
+1,149
38
$1.72M 0.37%
+377,000
39
$1.34M 0.29%
28,000
40
$1.28M 0.27%
50,000
41
$1.19M 0.25%
3,015
42
$1.14M 0.24%
+130,000
43
$1.05M 0.22%
13,260
-30,862
44
$1.02M 0.22%
36,000
45
$1.02M 0.22%
7,341
+10
46
$929K 0.2%
14,083
-34,794
47
$844K 0.18%
8,100
-562
48
$823K 0.18%
2
49
$807K 0.17%
9,227
+652
50
$783K 0.17%
37,800
-6,280
1
2
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