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
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
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2,238
107
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5,400
108
$259 0.04%
3,256
-5,160
109
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-374
110
$253 0.04%
1,545
+1,073
111
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4,475
112
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1,508
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113
$246 0.04%
1,401
-1
114
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-2
115
$244 0.04%
3,390
-1,680
116
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2,040
117
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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
$220 0.03%
3,800
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124
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1,315
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125
$219 0.03%
+829
3 4
5
6 7