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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-28
677
– –
-807
678
– –
-275
679
– –
-4,156
680
– –
-39
681
– –
-26
682
– –
-175
683
$0 ﹤0.01%
5
684
– –
-198
685
– –
-71
686
– –
-477
687
– –
-103
688
– –
-65
689
– –
0
690
– –
-323,702
691
– –
-125
692
– –
-147
693
– –
-126
694
– –
-54
695
– –
-21
696
– –
-138
697
– –
-1,945
698
– –
-116
699
– –
-18,009
700
– –
-664
26 27
28
29 30