EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
108
-87
477
$4K ﹤0.01%
49
478
$4K ﹤0.01%
78
479
$4K ﹤0.01%
+111
480
$4K ﹤0.01%
51
481
$4K ﹤0.01%
108
482
$4K ﹤0.01%
57
483
$4K ﹤0.01%
49
484
$4K ﹤0.01%
125
+53
485
$4K ﹤0.01%
23
486
$4K ﹤0.01%
+310
487
$4K ﹤0.01%
225
488
$4K ﹤0.01%
87
489
$4K ﹤0.01%
78
490
$4K ﹤0.01%
19
-710
491
$4K ﹤0.01%
+75
492
$4K ﹤0.01%
29
493
$4K ﹤0.01%
18
494
$4K ﹤0.01%
41
495
$4K ﹤0.01%
20
496
$4K ﹤0.01%
46
497
$4K ﹤0.01%
80
498
$4K ﹤0.01%
188
499
$4K ﹤0.01%
62
500
$3K ﹤0.01%
15
18 19
20
21 22