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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+22
477
$4K ﹤0.01%
136
-44
478
$4K ﹤0.01%
+61
479
$4K ﹤0.01%
+39
480
$3K ﹤0.01%
+104
481
$3K ﹤0.01%
+63
482
$3K ﹤0.01%
57
-9
483
$3K ﹤0.01%
+96
484
$3K ﹤0.01%
+61
485
$3K ﹤0.01%
129
-16
486
$3K ﹤0.01%
+127
487
$3K ﹤0.01%
27
+1
488
$3K ﹤0.01%
+22
489
$3K ﹤0.01%
105
-59
490
$3K ﹤0.01%
20
+1
491
$3K ﹤0.01%
156
-104
492
$3K ﹤0.01%
+63
493
$3K ﹤0.01%
103
+34
494
$3K ﹤0.01%
46
-5
495
$3K ﹤0.01%
13
+1
496
$3K ﹤0.01%
57
+5
497
$3K ﹤0.01%
+48
498
$3K ﹤0.01%
31
+9
499
$3K ﹤0.01%
13
+1
500
$3K ﹤0.01%
37
+3
18 19
20
21 22