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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.25%
2,631
52
$1.21M 0.25%
36,000
53
$1.19M 0.24%
3,015
54
$1.13M 0.23%
7,331
-300
55
$1.12M 0.23%
13,100
-301
56
$1.07M 0.22%
24,827
-578
57
$1.02M 0.21%
4,375
-530
58
$1M 0.2%
1,000
59
$980K 0.2%
5,578
-255
60
$949K 0.19%
8,662
+400
61
$938K 0.19%
17,800
-405
62
$882K 0.18%
44,080
-7,840
63
$837K 0.17%
2
-2
64
$781K 0.16%
19,864
65
$755K 0.15%
8,575
+1,225
66
$727K 0.15%
7,857
-115
67
$688K 0.14%
23,064
68
$589K 0.12%
2,601
+54
69
$577K 0.12%
105,551
-200
70
$566K 0.12%
2,540
71
$550K 0.11%
4,090
+15
72
$451K 0.09%
2,901
-1,095
73
$408K 0.08%
8,860
+8,075
74
$405K 0.08%
4,929
-37,379
75
$396K 0.08%
2,710
1 2
3
4 5