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 ETF
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
526
$3K ﹤0.01%
+86
527
$3K ﹤0.01%
4
-3
528
$3K ﹤0.01%
+47
529
$3K ﹤0.01%
56
+3
530
$3K ﹤0.01%
63
+1
531
$3K ﹤0.01%
55
+2
532
$3K ﹤0.01%
28
533
$3K ﹤0.01%
+21
534
$3K ﹤0.01%
814
+428
535
$3K ﹤0.01%
8
+1
536
$3K ﹤0.01%
38
+16
537
$3K ﹤0.01%
37
+2
538
$3K ﹤0.01%
69
-99
539
$3K ﹤0.01%
+48
540
$3K ﹤0.01%
11
-4
541
$3K ﹤0.01%
106
-299
542
$3K ﹤0.01%
19
543
$3K ﹤0.01%
130
544
$3K ﹤0.01%
22
+5
545
$3K ﹤0.01%
+59
546
$3K ﹤0.01%
+2,935
547
$2K ﹤0.01%
+467
548
$2K ﹤0.01%
31
-13
549
$2K ﹤0.01%
26
-11
550
$2K ﹤0.01%
144
+16
20 21
22
23 24