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
76
$394K 0.08%
7,450
-1,900
77
$393K 0.08%
7,730
-4,945
78
$393K 0.08%
12,820
-8,200
79
$383K 0.08%
5,880
-940
80
$374K 0.08%
1,560
81
$370K 0.08%
2,570
-55
82
$362K 0.07%
12,500
83
$348K 0.07%
3,325
-6,080
84
$347K 0.07%
881
+234
85
$330K 0.07%
4,320
86
$318K 0.06%
3,390
-1,115
87
$297K 0.06%
2,630
88
$296K 0.06%
4,899
+2,189
89
$296K 0.06%
1,439
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90
$289K 0.06%
10,470
91
$286K 0.06%
1,526
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92
$269K 0.05%
7,048
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93
$267K 0.05%
734
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94
$264K 0.05%
668
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95
$261K 0.05%
688
96
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+719
97
$257K 0.05%
4,708
98
$254K 0.05%
5,400
99
$250K 0.05%
2,238
-214
100
$244K 0.05%
1,024
+175
2 3
4
5 6