EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Return
18.52%
This Quarter Return
+5.44%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$448M
AUM Growth
+$4.57M
(+1%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-3.98%
Top 10 Holdings %
Top 10 Hldgs %
48.71%
Holding
682
New
103
Increased
172
Reduced
70
Closed
38
Top Buys
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$21.2M |
| 2 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$13.6M |
| 3 |
Sociedad Química y Minera de Chile
SQM
|
$10.9M |
| 4 |
Equinox Gold
EQX
|
$8.51M |
| 5 |
Newmont
NEM
|
$7.48M |
Sector Composition
| 1 | Consumer Discretionary | 4.46% |
| 2 | Technology | 3.03% |
| 3 | Healthcare | 2.51% |
| 4 | Communication Services | 2.08% |
| 5 | Financials | 2.01% |
