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
101
$225K 0.05%
685
+85
102
$225K 0.05%
3,271
+656
103
$216K 0.05%
2,160
104
$216K 0.05%
4,708
105
$216K 0.05%
4,823
+1,423
106
$214K 0.05%
1,474
+451
107
$212K 0.05%
1,917
+630
108
$211K 0.05%
58,348
+31,376
109
$210K 0.05%
+1,407
110
$205K 0.04%
3,265
111
$203K 0.04%
1,135
-5
112
$199K 0.04%
827
+116
113
$198K 0.04%
399
-335
114
$195K 0.04%
24,420
115
$191K 0.04%
719
+172
116
$190K 0.04%
2,524
+341
117
$190K 0.04%
2,470
-620
118
$184K 0.04%
2,615
+150
119
$183K 0.04%
1,673
+190
120
$182K 0.04%
+5,230
121
$181K 0.04%
8,416
-1,488
122
$180K 0.04%
2,556
+303
123
$177K 0.04%
5,500
124
$176K 0.04%
5,135
125
$169K 0.04%
487
+66
3 4
5
6 7