EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-53
577
– –
-190
578
– –
-1,046
579
– –
-400
580
– –
-114
581
– –
-190
582
– –
-38
583
– –
-5,230
584
– –
-36
585
– –
-44
586
– –
-3,570
587
– –
-15
588
– –
-5,135
589
– –
-919
590
– –
-117
591
– –
-92
592
– –
-15
593
– –
-62
594
– –
-1,319
595
– –
-68
596
– –
-851
597
– –
-4,282
598
– –
-429
599
– –
-1,218
600
– –
-561
22 23
24
25 26