EWA

Evolution Wealth Advisors Portfolio holdings

AUM $981M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
62
552
$4K ﹤0.01%
27
553
$4K ﹤0.01%
98
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%
12
560
$4K ﹤0.01%
44
561
$4K ﹤0.01%
15
562
$4K ﹤0.01%
50
563
$4K ﹤0.01%
117
564
$4K ﹤0.01%
108
565
$4K ﹤0.01%
68
566
$4K ﹤0.01%
8
567
$4K ﹤0.01%
+100
568
$4K ﹤0.01%
57
569
$4K ﹤0.01%
207
570
$4K ﹤0.01%
49
571
$4K ﹤0.01%
125
572
$4K ﹤0.01%
51
573
$3K ﹤0.01%
22
574
$3K ﹤0.01%
15
575
$3K ﹤0.01%
22
21 22
23
24 25