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
$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
626
– –
-31
627
– –
-105
628
$0 ﹤0.01%
+2
629
– –
-16
630
– –
-150
631
– –
-880
632
– –
-254
633
– –
-447
634
– –
-370
635
– –
-47
636
– –
-50
637
– –
-112
638
– –
-88
639
– –
-89
640
– –
-6
641
– –
-125
642
– –
-323
643
– –
-296
644
– –
0
645
– –
-300
646
– –
-745
647
– –
-440
648
– –
-120
649
– –
-2,160
650
– –
-12
24 25
26
27 28