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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
63
552
$4K ﹤0.01%
62
553
$4K ﹤0.01%
207
554
$4K ﹤0.01%
98
555
$4K ﹤0.01%
59
556
$4K ﹤0.01%
49
557
$4K ﹤0.01%
12
558
$4K ﹤0.01%
78
559
$4K ﹤0.01%
87
560
$4K ﹤0.01%
+1,000
561
$4K ﹤0.01%
54
562
$4K ﹤0.01%
100
-900
563
$4K ﹤0.01%
165
564
$4K ﹤0.01%
51
565
$4K ﹤0.01%
50
566
$4K ﹤0.01%
117
567
$4K ﹤0.01%
108
568
$4K ﹤0.01%
8
569
$4K ﹤0.01%
+9
570
$4K ﹤0.01%
57
571
$4K ﹤0.01%
41
572
$4K ﹤0.01%
31
573
$4K ﹤0.01%
46
574
$4K ﹤0.01%
73
575
$4K ﹤0.01%
12
21 22
23
24 25