EWA

Evolution Wealth Advisors Portfolio holdings

AUM $981M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
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
601
$2K ﹤0.01%
+67
602
$2K ﹤0.01%
17
-2
603
$2K ﹤0.01%
+20
604
$2K ﹤0.01%
+10
605
$2K ﹤0.01%
15
+1
606
$2K ﹤0.01%
+18
607
$2K ﹤0.01%
29
+1
608
$2K ﹤0.01%
+48
609
$2K ﹤0.01%
52
+5
610
$2K ﹤0.01%
+94
611
$2K ﹤0.01%
115
+35
612
$2K ﹤0.01%
+91
613
$2K ﹤0.01%
145
-265
614
$2K ﹤0.01%
+40
615
$2K ﹤0.01%
+83
616
$1K ﹤0.01%
+14
617
$1K ﹤0.01%
+74
618
$1K ﹤0.01%
+8
619
$1K ﹤0.01%
137
+74
620
– –
-2
621
– –
-125
622
– –
-85
623
– –
-2,160
624
– –
-46
625
– –
-48
23 24
25
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