EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
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
+$117M
2
+$19.7M
3
+$15.2M
4
MOON
Direxion Moonshot Innovators ETF
MOON
+$8.04M
5
BLNK icon
Blink Charging
BLNK
+$6.37M

Top Sells

1
+$22.6M
2
+$8.01M
3
+$3.21M
4
ENVX icon
Enovix
ENVX
+$3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.64M

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
-25
84
$392 0.06%
7,730
85
$392 0.06%
12,820
86
$376 0.06%
2,730
87
$371 0.06%
+4,000
88
$341 0.05%
1,000
89
$331 0.05%
2,950
-200
90
$329 0.05%
+9,450
91
$328 0.05%
7,674
+714
92
$327 0.05%
1,198
+42
93
$318 0.05%
5,280
94
$317 0.05%
12,500
95
$295 0.04%
+1,215
96
$295 0.04%
2,486
-4,855
97
$284 0.04%
1,010
+12
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