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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.1M
3
+$9.33M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$9.22M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.21M

Top Sells

1
+$9.4M
2
+$7.12M
3
+$4.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.81M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
43
552
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63
553
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29
-85
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21
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40
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558
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8
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80
565
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50
-1,000
566
$2K ﹤0.01%
14
567
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568
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+34
569
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570
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61
571
$1K ﹤0.01%
11
572
$1K ﹤0.01%
3
573
$1K ﹤0.01%
+29
574
$1K ﹤0.01%
25
575
– –
-449
21 22
23
24 25