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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$771K 0.17%
19,864
52
$762K 0.16%
4,504
-1,074
53
$691K 0.15%
23,064
54
$654K 0.14%
1,000
55
$646K 0.14%
2,499
-102
56
$633K 0.14%
2,335
+2,228
57
$581K 0.12%
7,779
-78
58
$574K 0.12%
4,315
+225
59
$569K 0.12%
2,556
-1,819
60
$564K 0.12%
2,540
61
$540K 0.12%
+17,285
62
$490K 0.11%
2,044
+1,093
63
$486K 0.1%
2,971
+70
64
$464K 0.1%
3,426
-43,712
65
$452K 0.1%
9,890
+1,030
66
$449K 0.1%
5,474
+545
67
$438K 0.09%
4,259
+869
68
$393K 0.08%
7,730
69
$393K 0.08%
12,820
70
$373K 0.08%
6,960
+2,061
71
$370K 0.08%
2,730
+20
72
$362K 0.08%
2,570
73
$361K 0.08%
2,291
+765
74
$346K 0.07%
1,768
+329
75
$337K 0.07%
12,500
1 2
3
4 5