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
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$10.8M
3
+$8.2M
4
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$7.75M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$6.46M

Top Sells

1
+$20.9M
2
+$13.1M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.6M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
40
627
$2K ﹤0.01%
65
628
$2K ﹤0.01%
8
629
$2K ﹤0.01%
18
630
$2K ﹤0.01%
19
631
$2K ﹤0.01%
50
632
$2K ﹤0.01%
12
633
$2K ﹤0.01%
15
634
$2K ﹤0.01%
+1,000
635
$2K ﹤0.01%
43
636
$2K ﹤0.01%
29
637
$2K ﹤0.01%
34
638
$1K ﹤0.01%
3
639
$1K ﹤0.01%
29
640
$1K ﹤0.01%
25
641
– –
-104,475
642
– –
-44,500
643
– –
0
644
– –
-604
645
– –
-203
646
– –
-130
647
– –
-17
648
– –
-150
649
– –
-562
650
– –
-90
24 25
26
27 28