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 ETF
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%
24
577
$2K ﹤0.01%
118
+4
578
$2K ﹤0.01%
+65
579
$2K ﹤0.01%
+89
580
$2K ﹤0.01%
+6
581
$2K ﹤0.01%
22
582
$2K ﹤0.01%
+48
583
$2K ﹤0.01%
+47
584
$2K ﹤0.01%
+92
585
$2K ﹤0.01%
25
-25
586
$2K ﹤0.01%
+14
587
$2K ﹤0.01%
15
-1
588
$2K ﹤0.01%
33
+2
589
$2K ﹤0.01%
357
-111,113
590
$2K ﹤0.01%
114
-4
591
$2K ﹤0.01%
141
-3
592
$2K ﹤0.01%
+41
593
$2K ﹤0.01%
+45
594
$2K ﹤0.01%
+32
595
$2K ﹤0.01%
+116
596
$2K ﹤0.01%
38
+9
597
$2K ﹤0.01%
38
+2
598
$2K ﹤0.01%
15
-18
599
$2K ﹤0.01%
19
600
$2K ﹤0.01%
+30
22 23
24
25 26