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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+44
477
$2K ﹤0.01%
+22
478
$2K ﹤0.01%
+21
479
$2K ﹤0.01%
+20
480
$2K ﹤0.01%
+43
481
$2K ﹤0.01%
+63
482
$2K ﹤0.01%
26
483
$2K ﹤0.01%
+322
484
$2K ﹤0.01%
+57
485
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+24
486
$2K ﹤0.01%
+449
487
$2K ﹤0.01%
+25
488
$2K ﹤0.01%
+24
489
$2K ﹤0.01%
+63
490
$2K ﹤0.01%
+60
491
$2K ﹤0.01%
+59
492
$2K ﹤0.01%
+49
493
$2K ﹤0.01%
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494
$2K ﹤0.01%
48
-86
495
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+4
496
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+12
497
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112
-50
498
$2K ﹤0.01%
+53
499
$2K ﹤0.01%
+20
500
$2K ﹤0.01%
+65
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