EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-132
477
– –
-1,750
478
– –
-31
479
– –
-29
480
– –
-47
481
– –
-22
482
– –
-81
483
– –
-143
484
– –
-65
485
– –
-330
486
– –
-392
487
– –
-210
488
– –
-41
489
– –
-53
490
– –
-210
491
– –
-67
492
– –
-935
493
– –
-19
494
– –
-34
495
– –
-166
496
– –
-258
497
– –
-43
498
– –
-164
499
– –
-181,714
500
– –
-140
18 19
20
21 22