EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-2,000
627
– –
-205
628
– –
-623
629
– –
-100
630
– –
-48
631
– –
-1,800
632
– –
-32
633
– –
-38
634
– –
-7
635
– –
-55
636
– –
-3,600
637
– –
-173
638
– –
-500
639
– –
-458
640
– –
-87
641
– –
-1,568
642
– –
-136
643
– –
-104
644
– –
-3,000
645
– –
-261
646
– –
-54
647
– –
-136
648
– –
-68
649
– –
-110
650
– –
-258
24 25
26
27 28