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
101
$243K 0.05%
2,860
-3,577
102
$241K 0.05%
4,475
103
$235K 0.05%
2,040
104
$232K 0.05%
795
-2
105
$232K 0.05%
7,980
-725
106
$232K 0.05%
951
+707
107
$231K 0.05%
3,090
-4
108
$231K 0.05%
5,108
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109
$228K 0.05%
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110
$224K 0.05%
9,904
-2,624
111
$223K 0.05%
5,500
112
$222K 0.05%
4,171
+1,637
113
$221K 0.04%
+4,240
114
$219K 0.04%
2,160
115
$215K 0.04%
1,407
+1,247
116
$209K 0.04%
3,265
117
$208K 0.04%
1,140
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118
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119
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1,483
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120
$196K 0.04%
+1,218
121
$191K 0.04%
600
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122
$189K 0.04%
+2,615
123
$188K 0.04%
24,420
124
$185K 0.04%
14,807
+1,972
125
$183K 0.04%
+2,712
3 4
5
6 7