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
$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
651
$2K ﹤0.01%
230
652
$2K ﹤0.01%
12
653
$2K ﹤0.01%
+269
654
$2K ﹤0.01%
22
655
$2K ﹤0.01%
40
656
$2K ﹤0.01%
+68
657
$2K ﹤0.01%
88
658
$1K ﹤0.01%
29
659
$1K ﹤0.01%
25
660
$1K ﹤0.01%
21
661
– –
-17,800
662
– –
-100
663
$0 ﹤0.01%
+16
664
– –
-279
665
– –
-25
666
– –
-101
667
– –
-1,000
668
– –
-397
669
– –
-50
670
– –
-2,631
671
– –
-2,614
672
$0 ﹤0.01%
+5
673
– –
-100
674
– –
-100
675
– –
-7,980
24 25 26
27
28