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
101
$225K 0.05%
688
+400
102
$221K 0.05%
797
+760
103
$220K 0.05%
647
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104
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105
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106
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107
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6,525
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108
$206K 0.05%
2,160
109
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3,265
110
$195K 0.04%
524
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111
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112
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113
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114
$171K 0.04%
+2,710
115
$170K 0.04%
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116
$164K 0.04%
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117
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712
118
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119
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120
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121
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122
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123
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461
124
$145K 0.03%
1,341
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125
$145K 0.03%
407
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3 4
5
6 7