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
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$19.7M
3
+$15.2M
4
MOON
Direxion Moonshot Innovators ETF
MOON
+$8.04M
5
BLNK icon
Blink Charging
BLNK
+$6.37M

Top Sells

1
+$22.6M
2
+$8.01M
3
+$3.21M
4
ENVX icon
Enovix
ENVX
+$3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.64M

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
676
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-120
677
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-250
678
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-160
679
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-680
680
– –
-319
681
– –
-116
682
– –
-2,289
683
– –
-1,917
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