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
501
$3K ﹤0.01%
20
502
$3K ﹤0.01%
20
503
$3K ﹤0.01%
29
504
$3K ﹤0.01%
22
-86
505
$3K ﹤0.01%
+53
506
$3K ﹤0.01%
70
507
$3K ﹤0.01%
322
508
$3K ﹤0.01%
84
+27
509
$3K ﹤0.01%
24
510
$3K ﹤0.01%
105
-1,890
511
$3K ﹤0.01%
31
512
$3K ﹤0.01%
25
513
$3K ﹤0.01%
+21
514
$3K ﹤0.01%
16
515
$3K ﹤0.01%
12
516
$3K ﹤0.01%
11
-26
517
$3K ﹤0.01%
41
518
$3K ﹤0.01%
54
519
$3K ﹤0.01%
+110
520
$3K ﹤0.01%
6
521
$3K ﹤0.01%
12
522
$3K ﹤0.01%
56
523
$3K ﹤0.01%
+10
524
$3K ﹤0.01%
36
525
$3K ﹤0.01%
165
19 20
21
22 23