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
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99K 0.75%
44,563
-1,771
27
$4.77K 0.72%
15,957
+340
28
$4.12K 0.62%
198,225
29
$3.92K 0.59%
151,316
+7,883
30
$3.75K 0.57%
59,740
-47,728
31
$3.75K 0.57%
38,128
+2,658
32
$3.1K 0.47%
123,771
+10,323
33
$2.94K 0.44%
20,340
34
$2.7K 0.41%
24,764
+4,648
35
$2.63K 0.4%
7,814
+42
36
$2.59K 0.39%
46,733
-14,175
37
$2.14K 0.32%
14,780
-1,740
38
$2.12K 0.32%
27,700
+27,270
39
$2.05K 0.31%
130,000
40
$2.01K 0.3%
5,974
+495
41
$1.67K 0.25%
+41,730
42
$1.41K 0.21%
233,000
43
$1.32K 0.2%
3,015
44
$1.3K 0.2%
11,400
+8,410
45
$1.23K 0.19%
5,080
+2,540
46
$1.2K 0.18%
13,260
47
$1.18K 0.18%
28,000
48
$1.18K 0.18%
9,911
-3,060
49
$1.13K 0.17%
38,300
+500
50
$1.05K 0.16%
13,530
+10,215
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