EWA

Evolution Wealth Advisors Portfolio holdings

AUM $981M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
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527
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528
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529
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540
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541
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542
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107
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80
548
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63
549
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41
550
$4K ﹤0.01%
27
20 21
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