EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Return
18.52%
This Quarter Return
-1.2%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$210M
AUM Growth
-$21.6M
(-9.3%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-5.81%
Top 10 Holdings %
Top 10 Hldgs %
85%
Holding
618
New
151
Increased
73
Reduced
118
Closed
138
Top Buys
| 1 |
Tesla
TSLA
|
$65.1M |
| 2 |
Sociedad Química y Minera de Chile
SQM
|
$39.8M |
| 3 |
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
|
$17.4M |
| 4 |
SPDR Gold Trust
GLD
|
$9.85M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$9.26M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$37.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$28.5M |
| 3 |
Bank of America
BAC
|
$20.7M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$18.2M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$10.8M |
Sector Composition
| 1 | Consumer Discretionary | 31.25% |
| 2 | Materials | 23.42% |
| 3 | Financials | 4.06% |
| 4 | Utilities | 1.6% |
| 5 | Energy | 0.52% |
