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
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.1%
105,751
+6,413
77
$426K 0.1%
1,957
-211
78
$406K 0.09%
4,427
+87
79
$389K 0.09%
5,626
80
$373K 0.08%
2,936
-979
81
$373K 0.08%
4,320
-718
82
$372K 0.08%
3,992
+1,865
83
$358K 0.08%
12,500
84
$334K 0.08%
1,560
-870
85
$325K 0.07%
6,880
+50
86
$321K 0.07%
2,016
87
$316K 0.07%
2,625
-1,245
88
$298K 0.07%
1,384
+258
89
$290K 0.07%
2,560
-410
90
$289K 0.07%
2,090
-1,033
91
$258K 0.06%
116
+113
92
$256K 0.06%
1,751
+420
93
$254K 0.06%
5,295
-8,787
94
$252K 0.06%
668
-585
95
$250K 0.06%
3,791
-257
96
$242K 0.05%
2,630
97
$239K 0.05%
2,238
-300
98
$222K 0.05%
6,760
-1,110
99
$206K 0.05%
4,475
-2,750
100
$204K 0.05%
5,500
2 3
4
5 6