EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
-2.5%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$662K
AUM Growth
+$662K
(-100%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-6,066.54%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
683
New
17
Increased
50
Reduced
35
Closed
541
Top Buys
| 1 |
Blink Charging
BLNK
|
$94K |
| 2 |
Robinhood
HOOD
|
$67.5K |
| 3 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$17.2K |
| 4 |
iShares MSCI China A ETF
CNYA
|
$15.3K |
| 5 |
MOON
Direxion Moonshot Innovators ETF
MOON
|
$6.94K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Bread Financial
BFH
$3.07B
| – | – |
-66
| Closed | -$5K |
|
677
Baidu
BIDU
$33.1B
| – | – |
-100
| Closed | -$15K |
|
|
CMRC
678
Commerce.com, Inc. Series 1 Common Stock
CMRC
$359M
| – | – |
-330
| Closed | -$17K |
|
679
Biogen
BIIB
$20.5B
| – | – |
-120
| Closed | -$34K |
|
680
Bilibili
BILI
$9.2B
| – | – |
-250
| Closed | -$17K |
|
681
Booking.com
BKNG
$181B
| – | – |
-3
| Closed | -$7K |
|
682
Baker Hughes
BKR
$44.4B
| – | – |
-315
| Closed | -$8K |
|
|
SRTA
683
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$339M
| – | – |
-1,000
| Closed | -$10K |
|