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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
63
627
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628
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16
629
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15
630
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68
-135
631
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20
632
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33
633
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+160
634
$3K ﹤0.01%
429
-381
635
$3K ﹤0.01%
56
636
$2K ﹤0.01%
22
637
$2K ﹤0.01%
40
638
$2K ﹤0.01%
+269
639
$2K ﹤0.01%
61
640
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14
-150
641
$2K ﹤0.01%
43
642
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34
643
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287
-5
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645
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+410
646
$2K ﹤0.01%
225
647
$2K ﹤0.01%
+52
648
$2K ﹤0.01%
17
-13
649
$2K ﹤0.01%
+88
650
$2K ﹤0.01%
8
24 25
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27 28