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
101
$275 0.04%
1,043
+215
102
$274 0.04%
1,225
+31
103
$269 0.04%
4,708
104
$266 0.04%
4,542
105
$263 0.04%
688
106
$262 0.04%
2,238
107
$260 0.04%
5,400
108
$259 0.04%
3,256
-5,160
109
$259 0.04%
1,917
-374
110
$253 0.04%
4,475
111
$253 0.04%
1,545
+1,073
112
$251 0.04%
1,508
+34
113
$246 0.04%
1,401
-1
114
$245 0.04%
1,851
-2
115
$244 0.04%
3,390
-1,680
116
$233 0.04%
2,040
117
$233 0.04%
3,002
-269
118
$228 0.03%
2,160
119
$227 0.03%
1,135
120
$224 0.03%
4,320
121
$221 0.03%
826
-1
122
$221 0.03%
8,390
-2,080
123
$220 0.03%
3,800
+437
124
$219 0.03%
+829
125
$219 0.03%
1,315
+581
3 4
5
6 7