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
76
$565 0.09%
8,943
-5,140
77
$550 0.08%
36,000
78
$504 0.08%
3,425
-1
79
$449 0.07%
9,913
+23
80
$442 0.07%
5,474
81
$435 0.07%
1,911
+143
82
$394 0.06%
6,429
-1,350
83
$393 0.06%
693
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84
$392 0.06%
7,730
85
$392 0.06%
12,820
86
$376 0.06%
2,730
87
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+4,000
88
$341 0.05%
1,000
89
$331 0.05%
2,950
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90
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+9,450
91
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7,674
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92
$327 0.05%
1,198
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93
$318 0.05%
5,280
94
$317 0.05%
12,500
95
$295 0.04%
2,486
-4,855
96
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97
$284 0.04%
1,010
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98
$281 0.04%
1,717
+44
99
$279 0.04%
1,727
-317
100
$278 0.04%
670
-15
2 3
4
5 6