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
76
$326K 0.07%
2,990
+360
77
$326K 0.07%
3,150
-175
78
$323K 0.07%
718
+50
79
$322K 0.07%
5,280
-2,170
80
$313K 0.07%
4,320
81
$312K 0.07%
1,194
+1,182
82
$291K 0.06%
1,853
+635
83
$289K 0.06%
5,070
-810
84
$289K 0.06%
1,156
+132
85
$285K 0.06%
998
+203
86
$279K 0.06%
10,470
87
$264K 0.06%
828
-53
88
$261K 0.06%
3,363
+1,745
89
$260K 0.06%
688
90
$251K 0.05%
5,400
91
$249K 0.05%
2,142
+739
92
$247K 0.05%
2,238
93
$245K 0.05%
3,315
-20,790
94
$242K 0.05%
1,105
+235
95
$239K 0.05%
4,542
+1,845
96
$236K 0.05%
19,944
+5,137
97
$235K 0.05%
4,475
98
$235K 0.05%
1,402
+433
99
$234K 0.05%
2,040
100
$227K 0.05%
3,732
-439
2 3
4
5 6