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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
58
-17
577
$2K ﹤0.01%
+62
578
$2K ﹤0.01%
+188
579
$2K ﹤0.01%
24
+1
580
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+115
581
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39
-95
582
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15
-1
583
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33
+2
584
$2K ﹤0.01%
357
-111,113
585
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114
-4
586
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141
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587
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+41
588
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+45
589
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+32
590
$2K ﹤0.01%
+116
591
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38
+9
592
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38
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593
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15
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19
595
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+30
596
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40
-4
597
$2K ﹤0.01%
42
-58
598
$2K ﹤0.01%
+75
599
$2K ﹤0.01%
+67
600
$2K ﹤0.01%
17
-2
22 23
24
25 26