EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
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
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

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%
15
627
$3K ﹤0.01%
80
628
$3K ﹤0.01%
35
-25,561
629
$3K ﹤0.01%
19
630
$3K ﹤0.01%
182
631
$3K ﹤0.01%
165
632
$3K ﹤0.01%
58
633
$3K ﹤0.01%
82
-123
634
$3K ﹤0.01%
9
635
$3K ﹤0.01%
22
636
$2K ﹤0.01%
22
637
$2K ﹤0.01%
61
638
$2K ﹤0.01%
14
-150
639
$2K ﹤0.01%
43
640
$2K ﹤0.01%
34
641
$2K ﹤0.01%
287
-5
642
$2K ﹤0.01%
24
643
$2K ﹤0.01%
+410
644
$2K ﹤0.01%
225
645
$2K ﹤0.01%
40
646
$2K ﹤0.01%
+52
647
$2K ﹤0.01%
17
-13
648
$2K ﹤0.01%
+68
649
$2K ﹤0.01%
88
650
$2K ﹤0.01%
+88
24 25
26
27 28