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 Shares
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
551
$2K ﹤0.01%
+36
552
$2K ﹤0.01%
+29
553
$2K ﹤0.01%
+51
554
$2K ﹤0.01%
+39
555
$2K ﹤0.01%
32
-1
556
$2K ﹤0.01%
+58
557
$2K ﹤0.01%
+64
558
$2K ﹤0.01%
+73
559
$2K ﹤0.01%
70
-32
560
$2K ﹤0.01%
19
+1
561
$2K ﹤0.01%
+117
562
$2K ﹤0.01%
+202
563
$2K ﹤0.01%
+16
564
$2K ﹤0.01%
18
+5
565
$2K ﹤0.01%
24
566
$2K ﹤0.01%
118
+4
567
$2K ﹤0.01%
+65
568
$2K ﹤0.01%
+89
569
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+6
570
$2K ﹤0.01%
22
571
$2K ﹤0.01%
+48
572
$2K ﹤0.01%
+47
573
$2K ﹤0.01%
+92
574
$2K ﹤0.01%
25
-25
575
$2K ﹤0.01%
+14
21 22
23
24 25