EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
207
577
$4K ﹤0.01%
98
578
$4K ﹤0.01%
+258
579
$4K ﹤0.01%
59
580
$4K ﹤0.01%
49
581
$4K ﹤0.01%
19
582
$4K ﹤0.01%
12
583
$4K ﹤0.01%
41
584
$4K ﹤0.01%
78
585
$4K ﹤0.01%
114
-174
586
$4K ﹤0.01%
116
-175
587
$4K ﹤0.01%
12
588
$3K ﹤0.01%
110
-107
589
$3K ﹤0.01%
38
590
$3K ﹤0.01%
20
591
$3K ﹤0.01%
65
592
$3K ﹤0.01%
11
593
$3K ﹤0.01%
126
-190
594
$3K ﹤0.01%
54
595
$3K ﹤0.01%
213
-325
596
$3K ﹤0.01%
60
-91
597
$3K ﹤0.01%
+8
598
$3K ﹤0.01%
15
599
$3K ﹤0.01%
80
600
$3K ﹤0.01%
35
-25,561
22 23
24
25 26