EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.43M
3
+$7.07M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$6.02M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.9M

Top Sells

1
+$21.2M
2
+$13.6M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.48M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.31%
36,000
52
$1.29M 0.29%
2,631
53
$1.23M 0.27%
25,405
+775
54
$1.21M 0.27%
11,916
+541
55
$1.18M 0.26%
4,010
-2,958
56
$1.15M 0.26%
13,401
+415
57
$1.13M 0.25%
7,631
+5,880
58
$1.11M 0.25%
18,205
+585
59
$1.1M 0.25%
3,015
-395
60
$1.08M 0.24%
5,833
+108
61
$1.04M 0.23%
4,905
+999
62
$1M 0.22%
+9,828
63
$951K 0.21%
9,405
-470
64
$860K 0.19%
8,262
+162
65
$763K 0.17%
19,864
+2,090
66
$707K 0.16%
7,972
+3,980
67
$693K 0.15%
51,920
-1,080
68
$644K 0.14%
+12,675
69
$644K 0.14%
+21,020
70
$641K 0.14%
7,350
+1,487
71
$608K 0.14%
3,996
+1,060
72
$590K 0.13%
23,064
73
$568K 0.13%
6,437
+392
74
$567K 0.13%
2,547
-462
75
$530K 0.12%
4,075
+1,985
1 2
3
4 5