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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
78
502
$6K ﹤0.01%
66
503
$6K ﹤0.01%
130
504
$6K ﹤0.01%
111
505
$6K ﹤0.01%
33
506
$6K ﹤0.01%
226
507
$6K ﹤0.01%
60
508
$6K ﹤0.01%
21
-548
509
$6K ﹤0.01%
+30
510
$6K ﹤0.01%
+39
511
$6K ﹤0.01%
108
512
$5K ﹤0.01%
10
513
$5K ﹤0.01%
90
514
$5K ﹤0.01%
132
515
$5K ﹤0.01%
112
516
$5K ﹤0.01%
34
517
$5K ﹤0.01%
40
518
$5K ﹤0.01%
21
519
$5K ﹤0.01%
43
520
$5K ﹤0.01%
132
521
$5K ﹤0.01%
81
522
$5K ﹤0.01%
19
523
$5K ﹤0.01%
23
524
$5K ﹤0.01%
46
525
$5K ﹤0.01%
97
19 20
21
22 23