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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$20M
3
+$5.17M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.93M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.6M

Top Sells

1
+$8.55M
2
+$4.94M
3
+$4.01M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M
5
MYOV
Myovant Sciences Ltd.
MYOV
+$2.93M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.02%
3 Communication Services 2.02%
4 Financials 1.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
25
627
– –
-285
628
– –
-471
629
– –
-92
630
– –
-131
631
– –
-142
632
– –
-1,000
633
– –
-184
634
– –
-1,000
635
– –
-756
636
– –
-73
637
– –
-1,390
638
– –
-124
639
– –
-500
640
– –
-115
641
– –
-141
642
– –
-110
643
– –
-29
644
– –
-580
645
– –
-192
646
– –
-269
647
– –
-1,500
648
– –
0
649
– –
-137
650
– –
-125
24 25
26
27 28