EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
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
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

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%
21
552
$2K ﹤0.01%
22
553
$2K ﹤0.01%
61
554
$2K ﹤0.01%
43
555
$2K ﹤0.01%
63
556
$2K ﹤0.01%
29
-85
557
$2K ﹤0.01%
40
558
$2K ﹤0.01%
24
559
$2K ﹤0.01%
19
560
$2K ﹤0.01%
48
561
$2K ﹤0.01%
65
562
$2K ﹤0.01%
88
563
$2K ﹤0.01%
8
564
$2K ﹤0.01%
18
565
$2K ﹤0.01%
19
566
$2K ﹤0.01%
230
567
$2K ﹤0.01%
80
568
$2K ﹤0.01%
50
-1,000
569
$2K ﹤0.01%
14
570
$2K ﹤0.01%
17
571
$1K ﹤0.01%
11
572
$1K ﹤0.01%
3
573
$1K ﹤0.01%
+29
574
$1K ﹤0.01%
25
575
– –
-2,588
21 22
23
24 25