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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

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%
29
502
$3K ﹤0.01%
22
-86
503
$3K ﹤0.01%
+53
504
$3K ﹤0.01%
70
505
$3K ﹤0.01%
322
506
$3K ﹤0.01%
84
+27
507
$3K ﹤0.01%
24
508
$3K ﹤0.01%
105
-1,890
509
$3K ﹤0.01%
36
510
$3K ﹤0.01%
165
511
$3K ﹤0.01%
10
512
$3K ﹤0.01%
58
-208
513
$3K ﹤0.01%
12
514
$3K ﹤0.01%
50
515
$3K ﹤0.01%
54
516
$3K ﹤0.01%
22
517
$3K ﹤0.01%
38
518
$3K ﹤0.01%
15
519
$3K ﹤0.01%
15
520
$3K ﹤0.01%
20
521
$3K ﹤0.01%
20
522
$3K ﹤0.01%
31
523
$3K ﹤0.01%
25
524
$3K ﹤0.01%
+21
525
$3K ﹤0.01%
16
19 20
21
22 23