EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.3M
3
+$7.19M
4
BABA icon
Alibaba
BABA
+$4.8M
5
C icon
Citigroup
C
+$4.24M

Top Sells

1
+$11.7M
2
+$8.91M
3
+$8.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.75M

Sector Composition

1 Financials 15.84%
2 Materials 5.28%
3 Consumer Discretionary 4.18%
4 Technology 2.03%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-73,006
477
– –
-40,214
478
– –
-120,535
479
– –
0
480
– –
-1,000
481
$0 ﹤0.01%
+6
482
– –
-14,205
483
– –
-639
484
– –
-887
485
– –
-3
486
– –
-14,520
487
– –
-6
488
– –
0
489
– –
-62,232
490
– –
-2,794
491
– –
-20,914
492
– –
-3,370
493
– –
-165,525
494
– –
-3,450
495
– –
-75
496
– –
-839
497
– –
-7,640
16 17 18 19
20