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
76
$525K 0.12%
2,540
77
$488K 0.11%
9,350
+820
78
$475K 0.11%
105,751
79
$453K 0.1%
4,320
80
$443K 0.1%
2,202
+186
81
$406K 0.09%
6,820
-60
82
$397K 0.09%
1,560
83
$354K 0.08%
4,505
+78
84
$341K 0.08%
2,625
85
$329K 0.07%
12,500
86
$303K 0.07%
861
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87
$300K 0.07%
2,710
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88
$285K 0.06%
2,630
89
$280K 0.06%
10,470
+9,160
90
$279K 0.06%
1,384
91
$270K 0.06%
116
92
$268K 0.06%
2,452
+214
93
$247K 0.06%
4,708
94
$244K 0.05%
5,400
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95
$240K 0.05%
3,094
-2,532
96
$236K 0.05%
+12,528
97
$233K 0.05%
4,475
98
$232K 0.05%
+2,040
99
$228K 0.05%
8,705
100
$228K 0.05%
615
+337
2 3
4
5 6