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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
154
-232
477
$6K ﹤0.01%
30
478
$6K ﹤0.01%
52
-78
479
$6K ﹤0.01%
87
480
$6K ﹤0.01%
111
481
$6K ﹤0.01%
47
482
$6K ﹤0.01%
20
483
$6K ﹤0.01%
+167
484
$6K ﹤0.01%
288
-439
485
$6K ﹤0.01%
34
486
$6K ﹤0.01%
40
487
$6K ﹤0.01%
41
488
$6K ﹤0.01%
78
489
$6K ﹤0.01%
19
490
$6K ﹤0.01%
50
491
$6K ﹤0.01%
105
492
$6K ﹤0.01%
66
493
$5K ﹤0.01%
97
494
$5K ﹤0.01%
130
495
$5K ﹤0.01%
96
-145
496
$5K ﹤0.01%
21
497
$5K ﹤0.01%
37
+11
498
$5K ﹤0.01%
104
-160
499
$5K ﹤0.01%
1,000
500
$5K ﹤0.01%
54
18 19
20
21 22