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
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$19.7M
3
+$15.2M
4
MOON
Direxion Moonshot Innovators ETF
MOON
+$8.04M
5
BLNK icon
Blink Charging
BLNK
+$6.37M

Top Sells

1
+$22.6M
2
+$8.01M
3
+$3.21M
4
ENVX icon
Enovix
ENVX
+$3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.64M

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
601
– –
-277
602
– –
-1,000
603
– –
-1,650
604
– –
-760
605
– –
-8
606
– –
-230
607
– –
-721
608
– –
-29
609
– –
-80
610
– –
-360
611
– –
-134
612
– –
-594
613
– –
-3,000
614
– –
-202
615
– –
-27
616
– –
-56
617
– –
-100
618
– –
-73
619
– –
-59
620
– –
-87
621
– –
-62
622
– –
-1,319
623
– –
-4,380
624
– –
-400
625
– –
-160
23 24
25
26 27