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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

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%
282
527
$5K ﹤0.01%
20
-36
528
$5K ﹤0.01%
188
529
$5K ﹤0.01%
97
530
$5K ﹤0.01%
60
531
$5K ﹤0.01%
20
532
$5K ﹤0.01%
+76
533
$4K ﹤0.01%
60
-118
534
$4K ﹤0.01%
365
535
$4K ﹤0.01%
15
536
$4K ﹤0.01%
129
+86
537
$4K ﹤0.01%
132
538
$4K ﹤0.01%
31
539
$4K ﹤0.01%
53
540
$4K ﹤0.01%
49
541
$4K ﹤0.01%
125
542
$4K ﹤0.01%
145
-216
543
$4K ﹤0.01%
31
544
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25
545
$4K ﹤0.01%
150
+100
546
$4K ﹤0.01%
310
547
$4K ﹤0.01%
107
-185
548
$4K ﹤0.01%
80
549
$4K ﹤0.01%
44
550
$4K ﹤0.01%
10
20 21
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