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 Shares
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
501
$3K ﹤0.01%
65
-2
502
$3K ﹤0.01%
37
+2
503
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26
-81
504
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+77
505
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171
-54
506
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10
+1
507
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20
+1
508
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40
+14
509
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+24
510
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141
-1,502
511
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31
-1
512
$3K ﹤0.01%
+44
513
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+30
514
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63
-45
515
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+86
516
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4
-3
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+47
518
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56
+3
519
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63
+1
520
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55
+2
521
$3K ﹤0.01%
28
522
$3K ﹤0.01%
+21
523
$3K ﹤0.01%
814
+428
524
$3K ﹤0.01%
8
+1
525
$3K ﹤0.01%
38
+16
19 20
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22 23