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

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

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
51
$1.02K 0.15%
50,000
52
$974 0.15%
7,185
+4,615
53
$929 0.14%
4,286
+1,730
54
$901 0.14%
2
55
$844 0.13%
23,064
56
$819 0.12%
20,781
+917
57
$808 0.12%
+10,000
58
$797 0.12%
2,262
-237
59
$784 0.12%
377,000
60
$776 0.12%
+30,535
61
$740 0.11%
+21,070
62
$736 0.11%
+15,060
63
$735 0.11%
+20,175
64
$698 0.11%
4,504
65
$681 0.1%
7,827
-1,400
66
$620 0.09%
+5,325
67
$616 0.09%
3,891
+920
68
$589 0.09%
4,445
+130
69
$588 0.09%
11,897
+10,330
70
$583 0.09%
3,820
+2,845
71
$582 0.09%
2,289
-46
72
$577 0.09%
17,285
73
$574 0.09%
3,989
-270
74
$571 0.09%
+9,285
75
$569 0.09%
+8,000
1 2
3
4 5